This Stay the Course infographic reinforces that choosing investments that align with your risk tolerance and the time horizon of when you will need to draw on the investments will help to achieve your financial goals.
Keeping your money only in interest-bearing investments such as bank accounts and term deposits may keep your money safe from market volatility, but it may also increase your risk of not having enough money for your financial goals. Factors like taxes and inflation, increase the risk of these investment having very low or negative returns.
Choosing investments that align with your risk tolerance and the time horizon of when you will need to draw on your investments will help to achieve your financial goals. While short-term downturns occur in the markets, historically, the long term trend has been firmly upward.
This Stay the Course infographic highlights the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
This infographic is included in FreshPlan software and is also available as a print-ready or web-ready piece.
• Market Volatility
• Holding Periods & Volatility
• Investor Emotions