The Confidence to Invest Wisely

Investor Questionnaire

Answer the Questions on the following pages with one specific financial goal in mind, such as retirement. Don’t use this Questionnaire for goals that require you to spend all of your money for the goal within the next two years. Saving for short-term objectives should be invested in more stable investments —primarily short-term reserves.

To determine your investment approach for own goals, fill out the questionnaire as many times as you like , with a different goal in mind each time.

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