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What is your age?
*
<25
25 - 50
50 - 65
+65
What is your current employment status?
*
Retired
Unemployed with diminished future job prospects
Unemployed and actively looking for a job
Unemployed and independently wealthy
Employed full time
Employed part-time
Self-employed
Homemaker
What is your estimated annual income (including employment paycheck, alimony, social security, investments and all other income)? (Figures in USD)
*
$0 - $25,000
$25,001 - $50,000
$50,001 - $100,000
$100,001 - $250,000
$250,000 - $500,000
$500,000 - $1 million
Over 1 million
What is your estimated net worth (i.e., assets minus liabilities, excluding your residence)? (Figures in USD)
*
$0-$25,000
$25,001-$100,000
$100,001-$250,000
$250,001-500,000
$500,001-$1,000,000
$1,000,000-$5,000,000
Over $5,000,000
Are your holdings well diversified?
*
I am looking for diversification and safety with this investment
I am NOT looking for diversification in this account
Financial situation and needs
*
Ample saving, stable financial situation, can afford to take large risks
Modest saving, stable financial situation, can afford to take moderate risks
Minimal savings, or unstable financial situation
What do you plan on using this investment and any related returns for?
*
Educational expenses
Home purchase
Starting my own business
Retirement
Supporting my kids' future
Emergency fund
Unexpected medical or other caretaking expenses for my extended family
Inheritance for my children
Other
How long do you have to meet your financial goal for this investment?
*
I have less than 1 year to meet my financial goal
I have up to 5 years to meet my financial goals
I have more than 5 years to meet my financial goals
How much risk are you willing to take when making a substantial investment?
*
No risk of loss
Minimal risk of loss
Moderately low risk of loss
50% risk of loss
How much financial risk are you willing to take at this point in your life?
*
None
Very little
Average
Some
Large
Very large
Which statement best describes your investment experience?
*
I am new to investing
I have some investment experience
I am an experienced investor
When you make investment decisions, which of these statements best describes your attitude?
*
The risk of loss is a lot more important than the chance for gains
The risk of loss is more important than the chance for gains
The risk of loss and chance for gains are equally important
The chance for gains is more important than the risk of loss
The chance for gains is a lot more important than the risk of loss
When do you plan to retire?
*
Within 1 year
2-5 years
6-10 years
11 years or more
How frequently do you monitor and/or analyze the performance of your investments and decide whether you need to make any investment or divestment decisions?
*
Very often
Often
Sometimes
Very rarely
Never
Email
*
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