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Color of Money Risk Analysis
Quantify your Attitude Toward Market Risk
13
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1
My primary financial goal is:
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Preserving my assets
Leaving a legacy
Maximizing my income
Growing my assets
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2
When it comes to investments and financial decisions, I consider myself:
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Not very knowledgeable
Somewhat knowledgeable
Knowledgeable
An expert
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3
On the road to retirement, I am:
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Retired, I made it
Less than five years away
Five to ten years away
More than ten years away
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4
My attitude toward investing is:
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A small loss would concern me
I understand investing has some risks, but I am conservative
I am growth oriented, and I understand my investments may go up or down
I am aggressive, and I want to grow my assets. If my investments lose value, I might invest more
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5
Including all sources, my current household income is:
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Under, $50,000
$50,000-$99,999
$100,000-$249,999
$250,000-$499,999
$500,000 or more
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6
During retirement, I will rely on investment income:
Heavily
Moderately
Somewhat
Not at all
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7
Social Security, a pension and some other forms of retirement cash flow are fairly stable income sources. I consider my retirement income sources to be:
I don't have retirement income sources
Unstable
Somewhat stable
Very stable
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8
Not including my primary residence, my net worth is:
Under, $250,000
$250,000-$499,999
$500,000-$999,999
$1,000,000-$1,999,999
$2,000,000 or more
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9
Historically, inflations averages 2-3 percent per year. Relative to inflation, I would like my investments to:
Keep pace with inflation with minimal risk
Moderately outpace inflation with some long-term risk
Significantly outpace inflation with moderate long-term risk
Maximize performance with substantial long-term risk
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10
If I invested $250,000 for five years, I would be most comfortable with the following best and worse case scenario:
Worst: $270,000 / Best: $300,000
Worst: $250,000 / Best: $330,000
Worst: $230,000 / Best: $375,000
Worst: $200,000 / Best: $450,000
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11
If my investment lost 20 percent of its value, I would:
Immediately sell the investment
Change to a more conservative investment option
Stay the course
Add to the investment while its value is down
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12
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13
Please Enter Your Name
First Name
Last Name
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14
Email
example@example.com
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15
Calculation
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