Risk Survey
Do you know your risk level? It is an important thing to know. Take our risk survey and we will send you an analysis telling you your risk level.
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Let's assume you have a $100,000 account. For the first 9 months of the year, if you were invested mainly in stocks, you would have had a gain of 20% or $20,000. Instead, you decided not to take as much risk and chose to invest differently. As a result, you had a gain of 5% or $5,000. Please select the answer that most accurately describes how you would feel.
Stocks lose money in bear markets. Let's assume that the stock market is currently experiencing a bear market. You have a choice as to how you would want to be invested during the bear market. Select the answer that most closely aligns to how you would want to be invested.
Assume that an account invested in stocks is making 20%. In order to reach your retirement goals, you would need to make at least 6% each year. You are currently making 7%, not 20% like the stock market. Your feelings would most likely be:
Please select one answer. I view my investments:
Please select one answer. I understand gains and losses better from the standpoint of:
I am OK with losses as long as they can be made up in a reasonable amount of time. I consider a reasonable amount of time to be (please select the one answer that is closest to what you feel):
The frequency of buying and selling investments in my account doesn’t bother me as long as it does not cost me transaction fees. Please select one answer.
If being invested in the stock market meant taking a lot of risk, I would want to do the following (please select the answer that is closest to how you feel):
The most important thing to me with my investments is (please select one):
I currently have my investments with the following (check all that apply):
I currently have my investments with the following (Check all that apply):
I currently own the following types of investments (check all that apply):
Please provide any additional information for Bob to consider when calculating your risk score.
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