Asset Allocation Planner

This calculator is designed to help you determine your personal investing style and to assist you in deciding where to invest your retirement plan dollars.

Determining how to invest your retirement savings is dependent on several factors. Two key factors in the process are your tolerance for risk and your time horizon. Increased risk brings greater return, but also increased volatility and market fluctuations. One key to successful investing is balancing the risk you are willing to take with your time horizon. This tool can help you determine investment mixes appropriate for your risk tolerance and time horizon.

For each question, click on the answer that best reflects your opinion. When you are done, click on the "Calculate" button below to identify your personal investment style.

Input - Personal Information
To obtain potentially higher long-term returns on my investments, I am willing to accept annual returns that may vary greatly.
1 2 3 4 5
Achieving significant growth is a more important goal than protecting the value of my investment.
1 2 3 4 5
If one of my investments loses more than 20% over the course of a year, I can easily resist the temptation to sell it.
1 2 3 4 5
I do not plan on withdrawing my retirement money for major expenses before I retire.
1 2 3 4 5
I consider myself knowledgeable about economic issues and personal investing.
1 2 3 4 5
Additional Information:  
What is your current age?
At what age would you like to retire?

The calculators provide hypothetical examples and are not intended to represent past or future performance of a specific investment which cannot be predicted or guaranteed, or to provide specific advice to any individual. Rates of return will vary over time. Those investments offering a higher rate of return also involve a higher degree of risk.

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