Determining Your Investment Objectives

We all want the greatest expected return for the lowest level of risk, but all of us have different tolerances for risk. The first steps are to consider when determining your investment objectives are:

1. When you expect to need the money and for what purpose, and
2. What type of risks are you most concerned about: inflation, interest rates, or market risk?

Answering these questions will help you identify your current level of risk tolerance. Based on your anticipated needs, your investment advisor can determine your time horizon and your commensurate risk tolerance.