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Know yourself

Know yourself—what does it mean? When it comes to investing, it’s all about understanding your current financial situation, your goals, and your risk tolerance, and using that knowledge to help you properly plan for your future.

Your financial status

It all starts with understanding your personal financial situation today. How much are you worth? How much do you owe? How much do you need day-to-day? Only when you have a clear understanding of where you are can you properly plan for your future. Learn more 

Your financial goals

Money is a tool. It allows you to accomplish or acquire certain things in life. As an investor, you need to decide what you want to accomplish with your money and when. Learn more 

Your risk profile

Whether you’re a first-time investor or a seasoned pro, a key element of wise investing is understanding your risk tolerance. Everyone’s risk profile is unique in some way. Risk tolerance is a personal issue. Find out yours. Learn more 

Your investment plan

It's important to use what you know about yourself to help decide which investments are suitable for you. Before you start investing, take the time to develop your personal investment strategy. Learn more