Investment Style

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It's All About Style

You've decided you need to save for retirement. Now it's time to decide how to invest your money. Knowing your investor style will help ensure you select the right funds for you.

To do that, you need to ask yourself some questions like:
  • How comfortable are you with investments that can increase or decrease in value in the short term?
  • How long are you going to save before you retire?
  • How flexible do you want your investment to be?

To help you discover your investor style – conservative, moderate, balanced, growth, or aggressive – take 3-5 minutes to answer the 8 questions in our Investor Strategy Worksheet. Simply login to the secure website, and choose 'Investor Strategy Worksheet' from the Change My Investments section of the menu.

Learn More About
Asset Allocation
Dollar-cost Averaging
Impact of Inflation
Investment Terminology
Investment Watch
i-Watch Alerts
Member Responsibilities
Rates of Return
The importance of diversification
Understanding Risk




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