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Risk Tolerance Questions


All three investment options arrive at the same place, but they take different paths, which investment would you prefer going forward.

In the past, how have you managed your investments?

How do you think that you should manage your investments in the future?

Do you need to use your investments for current income?

How Secure is your income?

If you were given an extra $1000/month, what would you do with it?

How soon might you need to take more than half of the money out of your investment account?

Carefully weigh the potential gains against the potential losses as described in the chart. Which investment would you be most comfortable with?

Ethical Criteria

Please check any companies that you would not feel comfortable investing in.

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