Stock / Bond Allocation
Based on your Risk Assessment and your Season of Life Results
Investing Temperament
Unknown
Season of Life
Unknown
Stocks
?%
Stocks typically are riskier than bonds. However, they have a greater potential for growth, especially over the long term.
Bonds
?%
Bonds are on the conservative side of the risk spectrum. They tend to generate conservative returns. Bonds play an important role in your portfolio by reducing overall volatility.
Now that you’ve established your target asset allocation between stocks and bonds, your next step is choosing an investment strategy that fits your goals and preferences.