Financial Investment Planning - Young Investor

You've just landed your first job fresh out of school. It's an exciting time, full of promise...you have your whole future ahead of you. But let's face it - setting your financial priorities on a limited income can be frustrating, especially when you don't know how long you may be working in your first "real job." Your financial priorities now may include paying off school loans, buying a car, saving for a home, or planning your wedding. Yet, focusing on retirement planning as soon as it is possible makes it easier to accumulate funds for the future.

Financial Investments - Where should you be as a young investor?

The financial planning chart below is only a general representation of the asset allocation for a single, young investor.

Young Investors Sample Portfolio Asset Allocation

Allocation Chart

This financial planning allocation is to be used for illustrative purposes only. Each young investor has unique needs in regard to his/her financial objectives, time horizon, and risk tolerance. Please read our Young Investor FAQ's for more information. Investors should always seek guidance from a qualified investment professional before implementing any investment financial program.