Risk Tolerance
Understanding Your Appetite for Risk
When investing for the future, identifying your emotional tolerance for risk is essential to properly balancing your portfolio and achieving your goals. Some individuals are naturally more comfortable with taking risks, while others prefer to “play it safe.” There are also specific, measurable factors that determine your risk tolerance, like the amount of time you have to earn a return, the size of your portfolio, and your growth goals. Investors who have more time to recover from losses can generally tolerate higher-risk investments, while those who are nearing retirement (or another substantial savings goal) typically want to focus on conservative gains and protecting their assets rather than taking a greater risk for the chance of a larger return.
Discover Your Emotional
Risk Tolerance
Nitrogen is the financial industry’s leading risk profiling platform. It provides a risk number we can use to customize your plan and ensure you are comfortable with your investments. When putting together a full financial plan, Nitrogen is a good place to start. Watch the video to learn more about the Nitrogen process, and when you are ready, click the link to begin your profile.
Nitrogen is an independent third-party service provider and is not affiliated with Steward Partners.