This survey gathers responses from readers of Wealth Management Unwrapped Revised and Expanded (Wiley, 2017). Definitions and more detailed explanations on each exercise can be found in the ebook or hardcover.
Once you answer these questions you will gain a greater self-awareness, which, as you may know, is the first Principle of Principal. You will gain insight as well into how other investors assess the issues. So go ahead...unwrap what you need to know and enjoy the present!