Risk Tolerance Questionnaire Step 1 of 3 33% There are eight questions to answer, and you'll be provided an appropriate investment mix.Time Horizon1. I plan to begin withdrawing money from my investments in:* Less than 3 years 3-5 years 6 - 10 years 11 years or more 2. Once I approach retirement and begin withdrawing funds from my investments, I currently expect my funds to last me:* Less than 2 years 2-5 years 6-10 years 11 years or more This field is hidden when viewing the formTIME HORIZON TOTAL Risk Tolerance3. I have been investing for:* 0-5 years 6-10 years 11-20 years Over 20 years 4. When I invest my money, I am investing primarily for:* Protecting principal Generating income now Balancing income and growth Growth 5. Select the investments you currently own or have owned in the past with the highest number of points:* Money Markets & CDs (0) Bonds (2) Mutual Funds (5) Stocks (6) 6. During the 2007-2009 financial crisis, the stock market fell 57%. If your stock portfolio lost this much value in a few months, you would:* Sell Everything Sell some investments Do nothing Purchase more investments 7. Review the chart below: Average Annual ReturnBest CaseWorst Case (A) 4.6%9.0%-3.0% (B) 6.6%15.0%-17.0% (C) 8.0%22.0%-23.0% (D) 8.6%35.0%-31.0% (E) 10.2%50.0%-40.0% We've outlined the most likely best and worst-case annual return of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?You have $10,000 to invest and the following are 5 different investments with their possible worst year and average 1 year ending values. Which investment would you choose?*The figures are hypothetical and do not represent the performance of any particular investment A B C D E 8. If you had an emergency or lost your job, how long would your cash reserves last:* 1 month or less 3 months 6 months 1 year This field is hidden when viewing the formRISK TOLERANCE TOTAL Δ
