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Investment Strategies
Please read the following statements. Rank yourself on a scale from 1 to 5 according to how strongly you agree or disagree with each statement.
Name:
e-Mail:
1 -
strongly disagree
2 -
moderately disagree
3 -
neutral
4 -
moderately agree
5 -
strongly agree
Would not change my retirement investments if the value of my investments declined by 10%
1
2
3
4
5
Willing to risk losses to my retirement investments.
1
2
3
4
5
Wouldn't use CDs or other "very safe" investments in my retirement planning.
1
2
3
4
5
Do not consider myself a conservative investor.
1
2
3
4
5
Might be willing to invest a small part of my retirement money in bonds or money market investments, but prefer to keep most or all of my investments in stocks.
1
2
3
4
5
Prefer using stock funds for my retirement money, even though bonds are less risky.
1
2
3
4
5
Prefer using investments that are likely to produce higher returns, even though these investments are riskier.
1
2
3
4
5
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9 N. Five Points Road, 2nd Floor, West Chester, PA 19380 Phone:610-696-8722 Fax:610-696-1384