Over what period of time will my money be invested?

This very much depends upon your reasons for investing. Do you want to fund a college education for a child, save for a secure retirement or leave a legacy for generations to come? Each of these has different inputs that will impact your asset allocation. Remember that we design portfolios to help you achieve your goals based upon your goals, time horizon and risk tolerance. However, we generally do not recommend that you invest in equities if your time horizon is less than five years.