 |
 |
|
The worksheet provided here may help you to determine your Risk Tolerance Level, which can assist in guiding you to develop the appropriate investment portfolio mix to match your personal comfort level. Most financial professionals agree that an almost inescapable rule of investing is that the investment alternatives which offer you the greatest possible appreciation also offer the greatest possible potential to realize losses. The purpose of this analysis is not to make any specific recommendations as to which investments are best for you, but rather to help you to determine your own personal comfort level in selecting between more aggressive and hence more risky alternatives as opposed to more conservative and hence less risky choices. For couples it is suggested that each of you complete a separate worksheet in order to allow each person’s Risk Tolerance to be assessed individually. You can most likely compare and contrast your results more effectively than if you complete one worksheet together. Important Legal Disclaimer: This worksheet is not intended to be a full and complete analysis of your investment needs and goals, or to produce any specific recommendations for your investment portfolio. You are strongly urged to review the results of this worksheet with your investment professional, your accountant and your tax attorney prior to making any investment decisions. Polaris Benefits is not an investment advisor and does not intend for you to use this worksheet without the advice and counsel of the appropriate professional advisors. To open and print a PDF version of the worksheet please |
|
