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Poll Recap: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?

Older U.S. investors may engage in more risky financial behaviors as they continue to age and face diminished financial knowledge, according to new research from the Financial Industry Regulatory Authority Investor Education Foundation.

Financial literacy levels among all Americans are alarmingly low, but among older investors, research suggests that the challenges are even greater. According to the study, financial literacy was lowest among the oldest adults, and those individuals who were the most overconfident were more likely to take financial risks. 

The majority of respondents to the latest poll answered with: Yes – I want to be careful with my investing decisions and risk tolerance at my current age, while half of the respondents chose: No – I don’t think my age impacts my confidence in investing or risk tolerance. This shows that the large majority chooses to be more careful in their financial decisions no matter what their age. 

Have questions, need to re-evaluate your risk tolerance, or want to learn more about how you can improve your financial knowledge? Don’t be afraid to reach out to your financial advisor – they are here to help you! 

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | THIS WEEK: One Big Beautiful 2026 Tax Reality Check | BROOKFIELD | March 24 | One Big Beautiful Bill Act Planning Tactics | Download Today! | A Closer Look At Roth Conversions | Listen To The Annex Wealth Management SWOT Podcast! | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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A Closer Look At Roth Conversions

A Closer Look At Roth Conversions

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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