Knowledge Base — Chapter 9

Investing by Life Stage

The right strategy depends on your life stage. A 20-year-old has a different horizon than a 60-year-old — and that difference is crucial for your portfolio allocation.

9. How to invest in your 20s, 30s, 40s and 60s

Every life stage has a different time horizon, risk tolerance and financial situation. The tool below provides an overview of the recommended approach for each life stage.

Overview — Investing by life stage: 20s, 30s, 40s & 60+