Risk Tolerance Assessment
Answer a few questions to see what your tolerance for risk is, then see a sample portfolio that matches your risk profile. Remember, this is for education. It is not specific investment advice. You need to do more research before choosing your investments.
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Investment Knowledge
Learn aboutÂ
- Stocks vs Bonds
- Risk vs Return
- Diversification
- Asset Allocation
- Index Investing
- Active vs Passive Investing
- Market Volatility
- Rebalancing
Wisdom from Great Investors
Hear what some of the most successful people have said about investing.Â
Look for ideas that you can use for creating and managing your own personalized portfolio.
This is your chance to learn from great investors.
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Investor Risk Assessment
Answer a few questions to discover your risk profile and see a sample asset allocation that may fit your situation.
Investment Knowledge Video Library
Watch short videos on the basics of investing.
Wisdom Library
Advice from respected investment experts.
Warren BuffetÂ
- "The stock market is a device for transferring money from the impatient to the patient."
- "Be fearful when others are greedy, and greedy when others are fearful."
- "Our favorite holding period is forever."
- "Invest in low-cost index funds -- preferably the S&P 500."
Carrie Schwab-Pomerantz
 "One of the best things young investors can do is to invest in an index equity fund"
- "You can delegate, but don't abdicate. Know where your assets are, what you're invested in, and always be involved in the big decisions."Â
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Mellody Hobson
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- "The biggest risk of all is not taking one."
- "Every game is won with patience."
- "People undervalue time and they overvalue money."Â
- "Financial literacy is not just a nice-to-have — it's actually life-saving."
Humphrey Yang
- "It's more important to optimize time in the market than to try timing the market."
- "Your employer match is literally giving you free money."
- "When you start building wealth at a young age, that wealth has more time to grow. ."
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