Knowledge and Aptitude

To ensure one understands the risks and returns of a long-term investing portfolio comprised of 100% equities, and most critically, the aptitude required to manage one’s risk tolerance, please take the six-question Ready to Invest Quiz.

Once the Quiz is completed, one will be able to Login (top right on website header), and get step by step instructions on:

• Which bank accounts and investment accounts are required to support a long-term investing portfolio.

• How to set up automatic transfers to get money into an investment account.

• The six-specific low-cost equity ETFs in the Model Long-Term Investment Portfolio (MLTIP).

• Finally, how to periodically rebalance a MLTIP.



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