We start the journey by asking, "what is an active investor?"

 

Step 1 helps you recognize the behaviors and thoughts of active investors. The first indication of an active investor is a stressed disposition and a

below market performance.         


Program Overview

The first step on the index funds journey is to recognize active investor behavior. If all investors were lined up in a row, could the active investors be identified? Active investors actively engage in stock picking, time picking (market timing), manager picking, and style picking.

 

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  The 12 Steps 4|4|4
 

Take the Risk Capacity Survey. It will match you to one of our Twenty Index Portfolios.


Determine how much risk is right for you.

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