Investor Questionnaire

Investor Questionnaire

When it comes to your wealth, the answers to your questions may be your most valuable asset.

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As I withdraw money from my investments, I plan to spend it over a period of... *
When making a long-term investment, I plan to keep the money invested for... *
When it comes to investing in stock or bond mutual funds or ETFs - or individual stocks or bonds - I would describe myself as... *
I plan to begin taking money from my investments in... *
My current and future income sources (for example, salary, social security, pensions) are... *
From September 2008 through October 2008, bonds lost 4%. If I owned a bond investment that lost 4% in two months, I would... (If you owned bonds during this period, please select the answer that matches your actions at that time.) *
The chart shows the greatest 1-year loss and the highest 1-year gain on 3 different hypothetical investments of $10,000.* Given the potential gain or loss in any 1 year, I would invest my money in...
investor questions chart
During market declines, I tend to sell portions of my riskier assets and invest the money in safer assets. *
From September 2008 through November 2008, stocks lost over 31%. If I owned a stock investment that lost about 31% in three months, I would... (If you owned stocks during this period, please select the answer that matches your actions at that time.) *
I Generally, I prefer an investment with little or no ups and downs in value, and I am willing to accept the lower returns these investments may make. *
How much are you planning to invest now?