Indicate which of the following statements summarize your attitudes or beliefs using a scale of 1-5.
(1 being most true and 5 least true)
I would rather work longer than reduce my standard of living in retirement.
1
2
3
4
5
I feel that I/we can reduce our current living expenses to save more for the future if needed.
1
2
3
4
5
I am more concerned about protecting my assets than about growth.
1
2
3
4
5
I prefer mutual funds to individual stocks and bonds.
1
2
3
4
5
I am comfortable with investments that promise slow, long term appreciation and growth.
1
2
3
4
5
I don't brood over bad investment decisions I've made.
1
2
3
4
5
I feel comfortable with aggressive growth investments.
1
2
3
4
5
I don't like surprises.
1
2
3
4
5
I am optimistic about my financial future.
1
2
3
4
5
My immediate concern is for income rather than growth opportunities.
1
2
3
4
5
I am a risk taker.
1
2
3
4
5
I make investment decisions comfortably and quickly.
1
2
3
4
5
I like predictability and routine in my daily life.
1
2
3
4
5
I usually pick the tried and true, the slow, safe but sure investments.
1
2
3
4
5
I need to focus my investment efforts on building cash reserves.
1
2
3
4
5
I prefer predictable, steady return on my investments, even if the return is low.
1
2
3
4
5
I am interested in providing for my children's education.
1
2
3
4
5
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