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Account Manager

Investor Questionnaire

Answer the questions bellow. Don't use this questionnaire for goals that require you to spend all of your money for the goal within the next two years. Savings for short-term objectives should be invested in more stable investments-primarily short-term reserves.

1. I plan to begin taking money from my investments in
2. As I withdraw money from these investments, I plan to spend it over a period of
3. When making a long-term investment, I plan to keep the money invested for
4. From September 2008 through November 2008, stocks lost more than 31% of their value. If I owned a stock investment that lost about 31% of its value in three months, I would (If you owned stocks during this period, please select the answer that matches your actions at that time)
5. Generally, I prefer an investment with little or no ups or downs in value, and I am willing to accept the lower returns these investments may make.
6. When the market goes down, I tend to sell some of my riskier investments and put the money in safer ones
7. Based only on a brief conversation with a friend, coworker, or relative, I would invest in a mutual fund
8. From September 2008 through October 2008, bonds lost nearly 4% of their value. If I owned a bond investment that lost almost 4% of its value in two months, I would (If you owned bonds during this period, please select the answer that matches your actions at that time)
9. The chart to the right shows the highest one-year loss and the highest one-year gain on three different hypothetical investments of $10,000. * Given the potential gain or loss in any one year, I would invest my money in


*The maximum gain or loss on an investment is impossible to predict. The ranges shown in the chart are hypothetical and are designed solely to gauge an investor's risk tolerance.
10. My current and future income sources (such as salary, Social Security, pension) are
11. When it comes to investing in stock or bond mutual funds (or individual stocks or bonds), I would describe myself as
12. From an original investment of $50,000, your portfolio has grown 100% to $100,000 but it suddenly drops $20,000, down 20%. How would you react?
13. Your portfolio, from the previous question, is now worth $80,000, and it suddenly declines another $12,000 or 15%, to $68,000. How would you react?
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