What type(s) of investments do you currently have?
Saving accounts
CDs
401k or 403b
Pensions
Money Markets
IRAs
Stocks
Bonds
None of these
Why did you decide to invest?
Everyone else is doing it.
The potential rewards seemed so appealing at the time.
It’s the smart thing to do.
Investing? Oh, yeah. It’s on my list of things to do.
How do you feel about risk?
I stay away from it as much as possible.
Only if I can wear full body armor.
I look for a sweet spot – not too much, not too little.
The higher the risk, the more interested I become.
I have no fear — bring it!
Pick the statement that best describes your investing philosophy.
Balanced and
diversified
Prepared
with a plan
Marathon
not a sprint
Cautious
and careful
Research and
knowledge
Aggressive,
risk-taker
Quick-fixer:
buy, sell, now!
Go with my
gut feeling
Still discovering
Don’t know
where to start
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