![Plan Overview](img/plan-overview.png)
![](img/small-shield.png)
![](img/small-shield.png)
![Need Money to Survive](img/stocks-bonds.png)
![Power of Compounding](img/power-of-compounding-1.png)
![Power of Compounding](img/power-of-compounding-2.png)
Contribution
![Power of Compounding](img/employer-funded-pig.png)
Contribution
![risk and return](img/risk-and-return.png)
![risk and return](img/risk-and-volatility.png)
![Inflation Graph](img/inflation-bar-graph.png)
![Interest Rate Risk](img/interest-rate-risk.png)
![Interest Rate Risk](img/market-timing.png)
![Interest Rate Risk](img/foreign-investments.png)
![](img/diversification-stocks.png)
![](img/diversification-mutual-funds.png)
![](img/diversification-annuities.png)
![](img/asset-classes.png)
![](img/asset-equity.png)
![](img/asset-multi.png)
![](img/asset-fixed-income.png)
![](img/asset-cash.png)
![](img/asset-guaranteed.png)
![](img/asset-allocations.png)
![Conservative](img/type-of-investor-conservative.png)
![Moderate](img/type-of-investor-moderate.png)
![Aggressive](img/type-of-investor-aggressive.png)
![](img/rt-questionnaire.png)
Question 1 of 6
Which of the following is most consistent with your investment philosophy?
A portfolio will most likely...
Question 2 of 6
Possible Average Value at the End of the Year |
Chance of Losing Money at the End of the Year |
|
Portfolio A | $106,000 | 16% |
Portfolio B | $107,000 | 21% |
Portfolio C | $108,000 | 25% |
Portfolio D | $109,000 | 28% |
Question 3 of 6
Question 4 of 6
Question 5 of 6
Question 6 of 6
Risk Questionnaire Results: Aggressive
![](img/rt-results-aggressive.png)
![](img/percent-key-green.png)
Stocks
![](img/percent-key-blue.png)
Bonds (Fixed-Income)
Cash (Money Market)
Guaranteed
“I can stomach a big drop in my investments' value — even over several years — in pursuit of long-term growth.”
Risk Questionnaire Results: Conservative
![](img/rt-results-conservative.png)
![](img/percent-key-green.png)
Stocks
![](img/percent-key-blue.png)
Bonds (Fixed-Income)
Cash (Money Market)
Guaranteed
“Downturns make me very nervous. I'll accept the lower long-term growth in exchange for rock solid stability.”
Risk Questionnaire Results: Moderately Conservative
![](img/rt-results-mod-conservative.png)
![](img/percent-key-green.png)
Stocks
![](img/percent-key-blue.png)
Bonds (Fixed-Income)
Cash (Money Market)
Guaranteed
“I can tolerate some volatility in a small portion of my investments for the chances of a higher return longer-term.”
Risk Questionnaire Results: Moderately Aggressive
![](img/rt-results-mod-aggressive.png)
![](img/percent-key-green.png)
Stocks
![](img/percent-key-blue.png)
Bonds (Fixed-Income)
Cash (Money Market)
Guaranteed
“I'm willing to accept greater volatility and risk by tilting my investments toward growth.”
Risk Questionnaire Results: Moderately Conservative
![](img/rt-results-mod-conservative.png)
![](img/percent-key-green.png)
Stocks
![](img/percent-key-blue.png)
Bonds (Fixed-Income)
Cash (Money Market)
Guaranteed
“I can tolerate some volatility in a small portion of my investments for the chances of a higher return longer-term.”
Conservative
![](img/comparison-conservative-pie.png)
Usually seeks greater stability and lower level of risk. |
Moderately Conservative
![](img/comparison-moderately-conservative-pie.png)
Usually seeks a balance between safety and growth, but still very concerned with preserving existing accumulations. |
Moderate
![](img/comparison-moderate-pie.png)
Usually seeks a balance between safety and growth. |
Moderately Aggressive
![](img/comparison-moderately-aggressive-pie.png)
Probably willing to take somewhat more risk in pursuit of greater growth. |
Aggressive
![](img/comparison-aggressive-pie.png)
Probably comfortable with a higher level of risk to pursue growth potential. |
![](img/line.png)
Equity
Non-equity
![plan-overview](img/plan-overview-1.png)
![logo](img/program-overview-logo.png)
![plan-overview](img/plan-overview-2.png)
![logo](img/program-overview-logo.png)
![plan-overview](img/plan-overview-3.png)
![logo](img/program-overview-logo.png)
![explore strategies choices](img/explore-strategies--choices.png)
Question 1 of 3
Question 2 of 3
Question 3 of 3
![Strategy 1](img/one-step-strategy-1.png)
![One Step Investing Stocks](img/one-step-stocks.png)
![One Step Investing Bonds](img/one-step-bonds.png)
![Strategy 2](img/myo-strategy-2.png)
Select Choice
Managed Funds, Annuities)
![Passive Mutual Funds](img/myo-passive-mutual-funds.png)
to market index
![Active Mutual Funds](img/myo-active-mutual-funds.png)
general market
![Annuities](img/myo-annuities.png)
income over lifetime
Brokerage
Account
![Self Directed Brokerage Strategy](img/sd-brokerage-strategy-3.png)
![Self Directed Brokerage Stocks and Bonds](img/sd-brokerage-stocks-bonds.png)
![Strategy 2](img/myo-strategy-2.png)
Select Choice
Managed Funds, Annuities)
![Passive Mutual Funds](img/myo-passive-mutual-funds.png)
to market index
![Active Mutual Funds](img/myo-active-mutual-funds.png)
general market
![Annuities](img/myo-annuities.png)
income over lifetime
![Strategy 1](img/one-step-strategy-1.png)
![One Step Investing Stocks](img/one-step-stocks.png)
![One Step Investing Bonds](img/one-step-bonds.png)
Brokerage
Account
![Self Directed Brokerage Strategy](img/sd-brokerage-strategy-3.png)
![Self Directed Brokerage Stocks and Bonds](img/sd-brokerage-stocks-bonds.png)
![restart](img/restart.png)