What Kind of Saver Are You?
Nine quick questions to help you understand your own comfort with financial risk. Nothing is saved and nothing is sent. Your answers stay in your browser.
1.When do you expect to start using this money?
2.How much of your overall savings does this money represent?
3.How would you describe your experience with investing and financial markets?
4.Which of these sounds most like you?
5.If an unexpected expense came up tomorrow, could you cover it without touching this money?
6.If the value of your savings dropped 15% over a short period, what would you most likely do?
7.How do you feel about the long-term outlook for the economy?
8.On a scale of 1 to 10, how comfortable are you with taking financial risk?
9.Below is a chart showing three hypothetical accounts, each with its best year and its worst year. Which would you be most comfortable holding?
These figures are hypothetical and are shown only to illustrate the trade-off between growth and volatility. They do not represent any actual product.
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