Clone of Financial Advisor Match

1
In general, how would your best friend describe you as a risk taker?* This field is required.
A real gambler
Willing to take risks after completing adequate research
Cautious
A real risk avoider
2
You are on a TV game show and can choose one of the following; which would you take?* This field is required.
$1,000 in cash
A 50% chance at winning $5,000
A 25% chance at winning $10,000
A 5% change at winning $100,000
3
You have just finished saving for a "once-in-a-lifetime" vacation. Three weeks before you plan to leave, you lose your job. You would:* This field is required.
Cancel the vacation
Take a much more modest vacation
Go as scheduled, reasoning that you need the time to prepare for a job search
Extend your vacation, because this might be your last chance to go first-class
4
If you unexpectedly received $20,000 to invest, what would you do?* This field is required.
Deposit it in a bank account, money market account, or insured CD
Invest in safe high-quality bonds or bond mutual funds
Invest it in stocks or stock mutual funds
5
How old are you?* This field is required.
Under 40
41 - 45
46 - 50
51 - 55
56 - 70
71 - 75
Over 75
6
In terms of experience, how comfortable are you investing in stocks or stock mutual funds?* This field is required.
Not at all comfortable
Somewhat comfortable
Very comfortable
7
Please estimate your investable assets.* This field is required.
Under $250,000
$250,000 - $499,999
$500,000 - $999,999
$1,000,000 - $4,999,999
$5,000,000 - $9,999,999
Over $10,000,000
8
When you think of the word "risk," which of the following words comes to mind first?* This field is required.
Loss
Uncertainty
Opportunity
Thrill
9
Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high-interest government bonds. What would you do?* This field is required.
Hold the bonds
Sell the bonds, put half into money market accounts, and half into hard assets
Sell the bonds and put the total proceeds into hard assets
Sell the bonds, put all the money into hard assets, and borrow additional money to buy more
10
Given the best and worst case returns of the four investment choices below, which would you prefer?* This field is required.
$200 gain best case; $0 gain/loss worst case
$800 gain best case, $200 loss worst case
$2,600 gain best case, $800 loss worst case
$4,800 gain best case, $2,400 loss worst case
11
In addition to whatever you own, you have been given $1,000. You are now asked to choose between:* This field is required.
A sure gain of $500
A 50% chance to gain $1,000 and a 50% chance to gain nothing
12
In addition to whatever you own, you have been given $2,000. You are now asked to choose between:* This field is required.
A sure gain of $500
A 50% chance to gain $1,000 and a 50% chance to gain nothing
13
Suppose a relative left you $100,000, stipulating in the will that you invest ALL the money in ONE of the following, which would you choose?* This field is required.
A savings account or money market mutual fund
A mutual fund that owns stocks and bonds
A portfolio of 15 common stocks
Commodities like gold, silver, and oil
14
If you had to invest $20,000, which of the following investment choices would you find most appealing?* This field is required.
60% in low-risk investments, 30% in medium-risk investments, 10% in high-risk investments
30% in low-risk investments, 40% in medium-risk investments, 30% in high-risk investments
10% in low-risk investments, 40% in medium-risk investments, 50% in high-risk investments
15
Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mine is a bust, the entire investment is worthless. Your friend estimates the chance of success is only 20%. If you had the money, how much would you invest?* This field is required.
Nothing
One months' salary
Three months' salary
Six months' salary
16
Which allocation most resembles your investment portfolio?* This field is required.
90% Equity, 10% Fixed Income
80% Equity, 20% Fixed Income
70% Equity, 30% Fixed Income
60% Equity, 40% Fixed Income
50% Equity, 50% Fixed Income
35% Equity, 65% Fixed Income
20% Equity, 80% Fixed Income
17
What is your name?* This field is required.Enter name, then click to continue.
First Name
Last Name
18
What is your email?* This field is required.Enter email, then click to continue.
example@example.com
19
What is the best phone number to reach you?* This field is required.Enter number, then click to continue.
Should be Empty: