How to Choose Index Funds Based on Your Financial Goals and Risk Tolerance

 

Are you investing in index funds, but don’t know how to select them based on your risk tolerance? In this episode, Allegra and Whitney dive into what index funds are, why they’re beneficial to your portfolio, and how to choose the right funds for you.

What you’ll learn:

  • What index funds are and their benefits

  • The steps to take before buying an index fund

  • How to determine your current risk tolerance (and how it changes over time)

  • How to select index funds based on your risk tolerance

  • What Target Date Funds are and how you can use them to create a “set it and forget it” approach

Featured in this episode: 

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Allegra’s Q2 Accountability Meet-Up: Real Estate Investments, Paper Assets, and Business Goals