Risk Survey

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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.

Email Address *

First Name *

Last Name *

Cell Phone Number *

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.

Upset that you were not taking more risk and earning closer to 20% or $20,000

Secure in the feeling that you were not taking a lot of risk

It is not important because you were content making 5% to 6% a year

Clear selection

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.

I want to be invested to make money in a bear market so that I could make as much money as possible.

I would like to try to make some money in a bear market. I could also be content to just conserve my money.

It is not important to me. I would just want to try and stay focused on making 5 to 6% a year.

Clear selection

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:

Upset that you were not taking more risk and earning closer to 20%

Content that you were not losing money and earning enough to satisfy your goals

Clear selection

Please select one answer. I view my investments:

Daily

Weekly

Monthly

Occasionally

Clear selection

Please select one answer. I understand gains and losses better from the standpoint of:

Percentages

Dollars

Clear selection

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):

One Year

Two Years

Three Years

It doesn’t matter. I am a long-term investor

Clear selection

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.

True

False

Clear selection

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):

Invest to make the most out of any opportunity

I would take the risk as long as there a good reason for it

I would be content with not taking a lot of risk

I never want to take a lot of risk

Clear selection

The most important thing to me with my investments is (please select one):

Beating the market over the long-term

Preserving and protecting my investments

Growth of my investments

Safety

Clear selection

I currently have my investments with the following (check all that apply):

Current Employer 401K

Old Employer 401K

I currently have my investments with the following (Check all that apply):

Financial Advisor

I manage my own investments

I currently own the following types of investments (check all that apply):

Mutual Funds

Stocks

Annuities

CD’s

Bonds

Savings Account

Please provide any additional information for Bob to consider when calculating your risk score.

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