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Determine Your Risk Tolerance

I would like to get as much long-term growth from my investment funds as possible, even if it means dramatic ups and downs on a year-to-year or month-to-month basis in my investment results.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


I believe I will have enough money to reach my goal; therefore, I must protect what I have.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


I believe I will not have enough money to reach my goal; therefore, I must take risk to get ahead.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


I would like to protect the money that I invest even if it means getting very little long-term growth.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


I believe I will have enough money to reach my goal; therefore, I can afford to take some risk.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


I believe I will not have enough money to reach my goal; therefore, I cannot afford to risk what I have.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


Earning the highest possible return is the first priority, even if it requires taking some risk to do so.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


I prefer an investment strategy designed to grow steadily and avoid sharp ups and downs, even if it lowers the long-term returns.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


Short-term losses are acceptable if I have confidence that the long-term returns will be good.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


Protecting the money I have is a higher priority for me than making it grow.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


If I inherited a large sum of money, I would put it in the bank rather than invest it in stocks.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


For the right opportunity, I would quit my job and start my own business.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


I do not think I will need to spend any of my principal before the end of my planning horizon.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree


Other assets I own, such as a pension, inheritance, or personal savings account, form a substantial portion of my net worth.

    Strongly Agree
    Agree
    Neutral
    Disagree
    Strongly Disagree