
What Type of Investor Are You?
There are as many different types of investors as there are distinct personalities, so any attempt to categorize them can underemphasize the variations among investors, who each have unique goals and attitudes toward risk. Nevertheless, in my experience, I have witnessed four distinct categories of investors – conservative, cautious, aggressive, and disciplined:

CDs and Money Market Funds - They Should Be In Your Portfolio.
Shorter-term CDs and Money Market funds yield rates close to longer term bonds without the risk associated with longer maturities, including interest rate, credit (non-government bonds), and inflation risks.
Contact us.
anthony@carrwealth.com
(925) 484-1671
4695 Chabot Dr. #200
Pleasanton, CA 94588