Please Note: Survey results are to be used as a guideline ONLY and we encourage you to retake the survey on a yearly basis to reassess your investor type.

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1. I do not need a high level of current income from my investments. I am more interested in their long-term growth potential. (Required.)

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2. I am concerned about the effects of inflation on my investments. (Required.)

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3. I am comfortable holding onto an investment when it drops sharply in value. (Required.)

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4. I am willing to accept a lower return on my investments if I can avoid significant volatility. (Required.)

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5. I plan on using the money I am investing ... (Required.)

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6. What percentage of your assets are you currently investing (excluding the value of your home)? (Required.)

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7. My most important investing goal is to ... (Required.)

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8. My primary source of income is ... (Required.)

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9. The worst loss I would be comfortable accepting on my investments is ... (Required.)

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10. If the stock market suddenly declined by 15%, my reaction would most likely be ... (Required.)

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11. I expect to retire in ... (Required.)

0 of 11 answered
 

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