Survey

20 Questions, Feel Free to Answer these in any Order

Describing You

Question 1 of 5

Which of these feel like your idea of "risk"?

Random
Loss
Gain
Scary
Opportunity

Question 2 of 5

When it comes to taking risks, how would your closest friends describe you?

Cautious, but willing to "dip your toe"
A gambler who "just goes for it"
Doesn't want anything to do with risk, even a "Nervous Nellie (or Ned)"
Comfortable with risk, but need to "do my research" before jumping into it

Question 3 of 5

Choose the one that is closest to your investing goals:

I don't want to experience the ups and downs of the stock market regardless of higher growth potential
I can stomach a little bit of volatility, but I want to stick with lower risk
I am a more moderate investor with a mix of low and high risk
Growth is my main goal, I realize that higher volatility is part of the "price of admission" for higher growth
I'm an aggressive investor and my goal is the highest returns possible, which not only means volatility, but the possiblility of an investment's value going to $0.00

Question 4 of 5

Which of these threats worries you the most?

Loosing money from loss or theft
Rising costs: medical costs, gas prices, groceries, etc. (consumer prices)
Running out of money before I die
Missing out on investing in "the next Amazon" (or Google, or Apple)

Question 5 of 5

How do you feel about investing in the stock market?

I want nothing to do with it
It makes me nervous, but I need a higher growth rate
Volatility is never fun, but it's necessary if you want to grow
It doesn't bother me and I'm comfortable with it

"What if" Scenarios

Question 1 of 5

You meet a magic genie who gives you a coin, a dice, and a deck of playing cards. Which offer would you choose?

Do nothing, and walk away with $1,000
Flip the coin, if it lands on heads, you get $2,000
Roll the dice and if it lands on "6", then you get $6,000
Pick a card from the deck, if you draw any of the four Aces, then you get $13,000

Question 2 of 5

You have an expensive vacation planned. A month before it, you lose your job. You would:

Cancel everything and spend the time looking for a new job
Cancel the expensive plan, and instead visit friends or relatives
Stick with the original plan, reasoning that you need to feel rested when looking for a new job
Extend your vacation, because this might be your last chance for a long lavish adventure

Question 3 of 5

You've been hired at a small company that is growing. After working for them a year, they offer you some choices to award your hard work. Which one would you choose?

A four year employment contract
A permanent salary increase of $25,000
A one-time $50,000 bonus
An ownership stake in the company. Your part would be currently worth $50,000

Question 4 of 5

You unexpectedly receive $100,000 that must be invested (you can't spend it, give it away, or pay down debt). What would you do?

Put it in your bank account
Invest it in bonds (or bond funds)
Invest it in stocks (or stock funds)
Put it in a "ground floor opportunity" investment you know about

Question 5 of 5

If you were to buy a home right now, which option would you choose?

Buy an affordable house where you can make monthly payments comfortably
Stretch a bit financially to buy the house you really want
Buy the most expensive house a bank would allow even if it means having very little extra cash flow
Borrow money from friends and relatives so you can qualify for a bigger mortgage

Risky Riddles

Question 1 of 5

You are on a 1970s game show where you can choose your odds. The host, wearing a tacky plaid suit, says that you can have 100% chance of winning $10,000, and simply walk away. Or, you can lower your odds and win as much as $1,000,000. If you had this opportunity, place the slider where you would choose your odds and winning.

Question 2 of 5

Would you rather:

Go forward in time 10 years with $30,000,000
Go back in time to Kindergarten, knowing what you know now

Question 3 of 5

If you had $10,000 and were evaluating possible best and worst case one-year results for an investment, place the slider where you feel comfortable:

Question 4 of 5

If faced with a certain loss, which of these two options would prefer?

A sure loss of $500
A 50% chance to lose $1,000 and a 50% chance to lose nothing

Question 5 of 5

If you suddenly received money that you had to invest, place the slider where you feel comfortable:

Story Questions

Question 1 of 5

You are hiking in the woods. You had planned to hike a 6 mile loop, but it's getting dark and it seems like the hike taking much longer than you thought. You don’t want your family to be worried or call search and rescue to find you. As you hike, you wonder if you're on the wrong trail and that instead of taking a loop, you are hiking in a straight line away from your car. You reason that if you are on the right trail and you keep going, you'll make it back to your car by sundown. However, if it's the wrong trail, you are just hiking further and further from your car and are doomed to hike a long time in the dark with your family worried. What would you do?

Stop hiking and just stay put, hoping that someone comes to your rescue or who knows the trail
Keep hiking and hope that you are on the loop trail
Turn around because you know for sure than eventually you'll get back to your car by going back the way you came
Since you think that you are on the loop, leave the trail and try to hike straight across the loop, through the woods, to the opposite side of the circle

Question 2 of 5

You inherit a house worth $300,000. The house has no particular sentimental value to you. It is in a nice neighborhood and you believe that it should be a good investment. Unfortunately, the house is in rough shape and needs to be updated. If rented it today, the house would bring in $1,500 monthly, but if updates and repairs were made, the house would rent for $2,000 per month. To finance the repairs you’ll need to take out a loan. What would you do?

Sell the house as is
Rent the house as is
Update the house and then sell it
Update the house and then rent it

Question 3 of 5

Your trusted lifelong friend works for an oil and gas company. The friend tells you about a plot of land for sale that their research tells them may have a lot of oil under it. They estimate that the chance of success is only 10%, but that if it is successful, then it would pay back 30 times or more what was invested. How much would you invest?

Nothing
5% of my net worth or one month of my salary (whichever is higher)
10% of my net worth or three months of my salary (whichever is higher)
30% of my net worth or one year of my salary (whichever is higher)

Question 4 of 5

Your house is on fire and the the wicked Queen of Hearts (from Alice in Wonderland) is standing in front of it with a deck of cards and a fire house. She makes you a series of offers, which would you choose knowing that if you choose the wrong card your house burns to the ground?

If you draw a red card (a heart or a diamond), she will extinguish the fire and your house will only have $20,000 in damage. You have a 50% chance of drawing a red card.
If you draw any card of the heart suit, she will extinguish the fire and repair it to how it was before. You have a 25% chance of drawing a heart card.
If you draw any of the four queens (of any suit), she will put out the fire, repair the house, and give you $100,000. You have an 8% chance of drawing a queen.
If you draw the queen of hearts, she will put out the fire, repair the house, and give you $500,000. You have a 2% chance of drawing the queen of hearts.

Question 5 of 5

Let's pretend that most of your investment money is in bonds. An expert you trust tells you that interest rates are going sharply up over the next six months. If this happens, it would cause the value of yours bonds to go down. What would you do?

Sell the bonds and stay in cash until it settles down again
Hold the bonds and ride it out
Sell the bonds, keep half the money in cash and put the other half into investments that would benefit from rising rates
Sell the bonds and put all the money into investments that would benefit from rising rates
Sell the bonds, put all the money into investments that would benefit from rising rates, and borrow additional money to buy more of such investments

Final Two Questions

Almost there! Just two more questions. Before we continue, how "real" do you want your results to be?

Use my real numbers
Use a hypothetical number

Please wait while results are prepared

Where should we send your full report?

20 Questions, Feel Free to Answer these in any Order

Describing You

Question 1 of 5

Which of these feel like your idea of "risk"?

Question 2 of 5

When it comes to taking risks, how would your closest friends describe you?

Question 3 of 5

Choose the one that is closest to your investing goals:

Question 4 of 5

Which of these threats worries you the most?

Question 5 of 5

How do you feel about investing in the stock market?

"What if" Scenarios

Question 1 of 5

You meet a magic genie who gives you a coin, a dice, and a deck of playing cards. Which offer would you choose?

Question 2 of 5

You have an expensive vacation planned. A month before it, you lose your job. You would:

Question 3 of 5

You've been hired at a small company that is growing. After working for them a year, they offer you some choices to award your hard work. Which one would you choose?

Question 4 of 5

You unexpectedly receive $100,000 that must be invested (you can't spend it, give it away, or pay down debt). What would you do?

Question 5 of 5

If you were to buy a home right now, which option would you choose?

Risky Riddles

Question 1 of 5

Question 2 of 5

Would you rather:

Question 3 of 5

If you had $10,000 and were evaluating possible best and worst case one-year results for an investment, place the slider where you feel comfortable:

Question 4 of 5

If faced with a certain loss, which of these two options would prefer?

Question 5 of 5

If you suddenly received money that you had to invest, place the slider where you feel comfortable:

Story Questions

Question 1 of 5

Question 2 of 5

Question 3 of 5

Question 4 of 5

Your house is on fire and the the wicked Queen of Hearts (from Alice in Wonderland) is standing in front of it with a deck of cards and a fire house. She makes you a series of offers, which would you choose knowing that if you choose the wrong card your house burns to the ground?

Question 5 of 5

Let's pretend that most of your investment money is in bonds. An expert you trust tells you that interest rates are going sharply up over the next six months. If this happens, it would cause the value of yours bonds to go down. What would you do?

Final Two Questions

Almost there! Just two more questions. Before we continue, how "real" do you want your results to be?

Please wait while results are prepared

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