1. I plan on retiring within

I'm already retired
5 years
5-10 years
10-15 years
15-20 years
More than 20 years

2. I have adequately saved enough money in my checking/savings account to cover

I don't keep enough money in my checking/savings account to cover two days of expenses
1-2 weeks of typical expenses
2-4 weeks of typical expenses
4-6 weeks of typical expenses
6-8 weeks of typical expenses
More than 10 weeks of typical expenses

3. I would plan on withdrawing the income from assets earmarked for my retirement within: (Note: not everyone may need to withdraw assets earmarked for retirement right away)

I'm already withdrawing the income
5 years
5-10 years
10-15 years
15-20 years
More than 20 years

4. I am currently saving for a major purchase such as a house, car, the funding of a child's education, or any other short to long-term goal that would require me to withdraw a sizeable amount from my investment portfolio within

1-3 years
3-5 years
5-7 years
7-10 years
10-15 years
More than 15 years
Does not apply

5. Hypothetically, suppose you have a $100,000 investment portfolio earmarked for retirement, and it suddenly drops in value. You would be inclined to sell if the drop fell below

1-5% ($1,000 - $5,000 loss)
5-7% ($5,000 - $7,000 loss)
7-10% ($7,000 - $10,000 loss)
10-15% ($10,000 - 15,000 loss)
I would hold on to my portfolio and wait out the current decline

6. I prefer an investment that

Has a chance to earn 15% per year, but could loose 25% in any given year
Has a chance to earn 12% per year, but could loose 17% in any given year
Has a chance to earn 9% per year, but could loose 13% in any given year
Has a chance to earn 7% per year, but could loose 7% in any given year
Was guaranteed to earn 5% per year

7. How long would you wait until you achieved your desired investment results?

I couldn't even wait 6 months
1-2 years
2 -5 years
5-8 years
8-11 years
11-15 years
More than 15 years

8. I would prefer to own companies that are well known like America Online, GE, Microsoft, and Ford than other companies that are publicly traded, but lack their name recognition.

Strongly Agree
Agree
Disagree
Strongly Disagree

9. I would prefer to pay an extra dollar premium for stocks from companies that are currently the "hot" stock than companies that are still fundamentally strong, however are being ignored by the investment community.

Strongly Agree
Agree
Disagree
Strongly Disagree

10. Past performance has demonstrated that smaller companies have returned slightly better investment returns than larger companies. However, small companies are also more volatile and carry larger market swings than their bigger brothers. How much exposure to small companies would you be comfortable owning in your investment portfolio?

Less than 5%
5-10%
10-15%
15-20%
20-30%
More than 30%

11. It is important for me to only own stocks of companies that are based in the United States.

Strongly Agree
Agree
Disagree
Strongly Disagree