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What's Your Risk Profile?
Are You Conservative? Moderate? Or Aggressive?
I am
years old and
non-retired
retired
What's your primary reason for investing?
General Savings
Retirement
Other
Which of the following best describes your household?
Single income, no dependents
Single income, at least one dependent
Dual income, no dependents
Dual income, at least one dependent
Retired or financially independent
When deciding how to invest your money, which do you care about more
Maximizing gains
Minimizing losses
Both equally
Your investment portfolio lost 10% of its value in a month, what would you do?
Sell all of your investments
Sell some
Keep all
Buy more
Find Out If Your Portfolio Matches Your Risk Score? Let's Talk...
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