INVESTMENT OBJECTIVES & RISK TOLERANCE

YOUR INFORMATION

YOUR GOALS

1. What is your investment objective? (select all that apply) *
2. My goal for the portfolio is to (select 1) *
3. What long term return do you seek? (select 1) *

YOUR TIME HORIZON

4. What stage of investing best describes your current situation? (select 1) *
5. When do you expect to be withdrawing money from your investment account? (select 1) *
6. Once you begin withdrawing money from your account, how long do you expect withdrawals to last? (select 1) *

YOUR RISK TEMPERAMENT

7. Which of the following statements best describes my attitude toward short-term losses or gains? (select 1) *
8. Which of the following is my highest priority? (select 1) *
9. A bear market is defined as a prolonged period during which investment prices fall. Which of the following statements best describes you? (select 1) *

YOUR INVESTMENT IQ

10. How would rate your understanding of investment concepts such as risk and return, inflation, interest rates, asset allocation, and diversification? (select 1) *
11. When evaluating your investment performance, which statement would bother you more? *
12. What did you do during the Great Recession of 2008-2009? (select 1) *