When it comes to investing, it’s important to think about your objectives and tolerance for risk. Complete this questionnaire to help you assess your ability to tolerate volatility in your investments. When complete, you’ll see a sample asset allocation to help you get your investment strategy started.
Since your financial goals and objectives may change over time, complete the questionnaire often to see if changes may indicate a new asset allocation strategy. This questionnaire is for illustrative purposes only and does not serve as investment advice.
What is your current age?
What is your primary investment objective?
Approximately how many years do you expect to continue to invest your assets in the stock market?
Please rate your tolerance for investment risk.
How would you characterize the progress you’ve made accumulating sufficient assets for retirement:
If the market declined rapidly and your investment lost 25% in value, what would you do?
