Color of Money

What is the color of your money?

One of the easiest ways to figure out where you should have your retirement assets allocated is to use a color system. We have a created a simple way for you to categorize your retirement assets into Red, Yellow, and Green Money.

  • Red Money - These assets are subject to risk and can lose value but provide opportunity for growth.
  • Yellow Money - Yellow assets, like Red assets, are subject to risk and can lose value but are professionally managed. Professional money managers can help minimize the risk and provide growth opportunities.
  • Green Money - Green assets have little to no risk. There may not have as much growth potential as other assets but your account will never go down.‚Äč

Do you know what color your money is? Do you know how much money you should have in Red, Yellow, or Green?