1.  Your age: |
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| 2. You have saved for a big vacation. Two weeks before your leave, you are laid off. You... |
| call off your vacation. |
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| postpone the vacation, until finding another job. |
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| alter plans for a humble vacation at the beach instead. |
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| go as planned, reckoning that job hunting will go better after a well deserved vacation. |
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| extend your vacation and plan a real blowout; this might be your last opportunity to go first-class. |
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3. How many dependents do you have?
(Only include members with
no annual income) |
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4. After you make an investment decision,
you usually feel: |
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| 5. You invest $50,000 in a stock that falls 10 percent in value the next day. You: |
| put in an additional $100,000 while it’s down |
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| put in an additional $50,000 while it's down. |
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| sit tight because you did the research. |
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| sell and go back to safe fixed income products. |
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| hold till the stock to regains the $1,000 loss, then sell it . |
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| 6. Describe your investment knowledge? Choose one: |
I am a knowledgeable investor who's able to give details on concepts such as standard deviation and risk measurements. |
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I comprehend how mutual funds work and feel confident discussing the best funds in different categories. |
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I understand investment fundamentals and the major markets, such as stocks, bonds and money markets. |
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I have only a vague idea about financial jargon. |
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I never get into financial discussions because I don't comprehend any of the concepts. |
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7. How would your “other half” or your
close friends describe you as a risk-taker? |
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| 8. Your savings---including retirement plans---are: |
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| 9. What is your opinion of investing in stocks? |
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10. When you hear the word ‘risk’, what
other word comes to your mind? |
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| 11. Describe your current employment situation?
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12. Please indicate the approximate number of
years until you retire? |
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13. Please indicate your approximate family
gross annual income. |
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14. Please indicate your approximate gross
family net worth. |
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15. Excluding your personal residence
and business assets (if applicable),
what percentage of your current
assets are invested in equity-type assets? |
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16. Over what time horizon are you considering
investing in any wealth management plan? . |
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17. What percentage of this money might you
spend in the next 5 years? |
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| 18. How do you feel about the risk of inflation eroding the purchasing power of your investments? |
I am very concerned about inflationary risk |
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I am not concerned about inflation over the near term, but over the long term I am concerned |
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I know prices are rising, but I am not overly concerned about prices changing into the future |
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These days, inflation is low enough not to be a serious concern |
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Don’t know anything about inflation. |
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