Risk Tolerance Survery

1
What is your current age?
30 or younger
31-49 years
50-60 years
Over age 61
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30 or younger
31-49 years
50-60 years
Over age 61
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2
How many years until you begin to take money from your retirement savings?
0 to 5 years
5 to 10 years
11 to 20 years
21 to 30 years
30+ years
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0 to 5 years
5 to 10 years
11 to 20 years
21 to 30 years
30+ years
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3
What is the number of consecutive years you would be willing to accept of account performance that was either flat or negative?
Never
1 Year
2 Years
3 Years
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Never
1 Year
2 Years
3 Years
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4
Disagree
Agree
Strongly Agree
I view my 401(k) account as a long-term investment, and would not need to access these dollars for loans or short-term expenses
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I prefer using investments that are likely to produce higher returns even though they are riskier.
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I have prior experience with stocks (including international) and bond mutual funds, and recognize the different risks and expected returns associated with each
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I view my 401(k) account as a long-term investment, and would not need to access these dollars for loans or short-term expenses
I prefer using investments that are likely to produce higher returns even though they are riskier.
I have prior experience with stocks (including international) and bond mutual funds, and recognize the different risks and expected returns associated with each
Disagree
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Agree
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Strongly Agree
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Disagree
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Agree
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Strongly Agree
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Disagree
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Agree
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Strongly Agree
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5
How do you personally classify your level of investment aggressiveness?
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6
Type a question
7
Investor Questionnaire ResultsBased on your answers, here is your suggested asset mix:
8
Investor Questionnaire ResultsBased on your answers, here is your suggested asset mix:
9
Investor Questionnaire ResultsBased on your answers, here is your suggested asset mix:
10
Investor Questionnaire ResultsBased on your answers, here is your suggested asset mix:
11
Investor Questionnaire ResultsBased on your answers, here is your suggested asset mix:
Should be Empty: