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Investment Outlook 2021
1.
What key points did you take away from the
Investment Outlook
presentation?
2.
Was our
Investment Outlook
a good use of your time?
Yes. I learned new concepts that were relevant and helpful.
Somewhat. Good review of concepts I know.
No. It wasn't what I expected and was not a good use of my time.
I did not attend the
Investment Outlook
.
3.
Would you recommend our
Investment Outlook
to a colleague, friend or family member?
Yes
No
Maybe
4.
Our firm provides communications updates outside of
Investment Outlook
and the wealth management discussion. Please rate how valuable the following are to you.
Not at all valuable
Neutral
Valuable
Do not receive
"Weekly Market Makers"
blog
Not at all valuable
Neutral
Valuable
Do not receive
Quarterly "
Market Letter
" newsletter
Not at all valuable
Neutral
Valuable
Do not receive
Quarterly
"Investment Strategy"
video
Not at all valuable
Neutral
Valuable
Do not receive
Periodic emails giving our perspective on news events
Not at all valuable
Neutral
Valuable
Do not receive
Annual report
Not at all valuable
Neutral
Valuable
Do not receive
"Glossary of Investment Terms" booklet
Not at all valuable
Neutral
Valuable
Do not receive
5.
How would you describe your sentiment about the economy and capital markets this year?
Optimistic
Neutral
Pessimistic
Other (please specify)
6.
What other topics would you like to have covered in this presentation or at future events?
7.
Were there any logistical issues associated with the event you attended that you want to bring to our attention?
8.
Would you like us to present online in the future?
Yes. I prefer online.
No. I prefer attending in-person when we are able.
I would prefer a blend of both online and in-person events when we are able.
9.
How do you typically process information that is relevant to your needs and goals? Please select all that apply.
Scan through social media platforms for relevant content such as LinkedIn, Twitter and Facebook
Seek articles and blogs from trusted sources
Hear podcasts and/or watch videos or webinars from trusted sources
Attend large events
Participate in smaller events that allow for discussion
Other (please specify)
10.
What is your gender?
Female
Male
Prefer not to answer
Prefer to self-describe
11.
Which generation describes you?
Greatest or Silent Generation: born earlier than 1945
Baby Boomer Generation: born 1946-1964
Generation X: born 1965-1976
Xennials, Generation Y: born 1977-1995
iGen, Gen Z: born 1996 or later
Prefer not to answer
12.
Do you have any other comments, questions, or concerns? If you would like to be contacted, please provide your phone or email.