Asset Allocation Questionnaire

How you allocate your money among stocks, bonds, and short-term reserves may be the most important factor in determining the long-term return and volatility of your portfolio.

The Asset Allocation Questionnaire makes asset allocation suggestions based on information you enter about your investment objectives, experience, time horizon, risk tolerance, and financial requirements.

As your financial circumstances or goal change, it may be helpful to complete the questionnaire again and to reallocate the investments in your portfolio.