Risk Tolerance Questionnaire

1. How would you invest a $25,000 inheritance you have just received?
Put it all into an investment guaranteeing a fixed annual return for life
Put 50% into the fixed rate option and 50% into aggressive growth stocks
Put all of it into aggressive growth stocks

2. What is most important to you in an investment?
Highest returns with little or no protection from loss
Lower average returns with protection from loss
High returns coupled with some protection from loss

3. The television reports that one of your favorite stocks DROPPED sharply, you would:
Hold onto the stock
Sell the stock
Buy more of the stock due to its drop in price

4. You apply for a loan and the bank offers two choices. Which rate do you take?
A 10% fixed interest rate loan
An 8% adjustable interest rate loan

5. I plan to take withdrawals from my retirement portfolio beginning in:
3 - 5 years
6 - 10 years
More than 10 years

6. I plan to spend the money in my retirement portfolio over a period of:
2 years or less
3 - 5 years
6 - 10 years
More than 10 years

7. When making a long-term investment, I plan to hold the investment for:
1 - 2 years
3 - 4 years
5 - 6 years
7 or more years

8. When it comes to investing in stock or bond mutual funds (or individual stocks/bonds) I consider myself:

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