Risk Assessment for Retirement Investing
Are you aware of your risk level? Understanding this is crucial for your peace of mind. Take our quick assessment, and we’ll provide you with your customized risk-level analysis.
First Name
Last Name
How would you describe your overall investment experience?
Select an option
None
Limited
Average
Extensive
What is your investment time horizon for retirement?
Select an option
Less than 1 year
1 to 3 years
3 to 5 years
More than 5 years
Years from Retirement
Select an option
10 - 15 Years
5 - 10 Years
0 - 5 Years
15+ Years
How do you feel about investment loss?
Select an option
Very uncomfortable
Somewhat uncomfortable
Comfortable-I am a long tem investor
How do you typically react to fluctuations in the balances of your investments?
Select an option
Panic and sell
Stay calm but consider selling
Hold steady
Look for buying opportunities
What factors do you consider most important when making investment decisions?
Select an option
Potential returns
Risk level
Market trends
Advice from others
How often do you review your investment portfolio?
Select an option
Daily
Weekly
Monthly
Rarely
How important is it for you to have easy access to your investments?
Select an option
Very important
Somewhat important
Not important
Would you prefer a steady, lower return with less risk or a potentially higher return with more risk?
Select an option
Steady, lower return
Balance of both
Potentially higher return
No risk
What type of investor do you believe yourself to be?
Select an option
Safe investor
Conservative growth investor
Moderate growth investor
Aggressive growth investor
Please provide any additional information you'd like Bob to know
Email
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