Your Name Your Email How long is your investment outlook? Select one Under 3 years 3 to 5 years 5 to 7 years 7 to 10 years More than 10 years What is your attitude toward taking risk to increase future buying power? Select one Take highest expected returns possible Take risk to increase returns Take moderate risk to increase returns Take little risk to beat inflation Take no extra risk, just keep up with inflation Comparatively, how much income do you expect to have available for discretionary purchases, savings, and investments over the next 3 years? Select one Substantially less Somewhat less About the same Somewhat more Substantially more than I have now How much do you expect your annual income to vary over the next 3 years? Select one I expect my annual income to increase substantially I expect my annual income to increase somewhat I expect my annual income to just keep up with inflation I expect my annual income to decrease I expect my annual income to decrease substantially. What are your cash withdrawal requirements from this portfolio? Select one Highest level of current income possible 4% to 6% per year 2% to 4% per year 1% to 2% per year No foreseeable withdrawals Overall, how would you categorize your investment objectives for this portfolio? Select one Emphasis on maximum growth of capital Emphasis on growth of capital Emphasis is split between capital growth and stability of account value Emphasis on stability of account value with some focus on moderate capital growth Emphasis on safety and preventing capital losses How consistent must your investment returns be? Select one I want a consistent return I want very little variation I am willing to have moderate variation I am willing to have some variation I want the highest long-term returns and will accept short-term variations What level of risk, or volatility (up and down movement in value over time), will you accept to get return? Select one As much or greater volatility than the stock market About the same volatility as the stock market Slightly less volatility than the stock market Less volatility than the stock market and about the same as the bond market Less volatility than the stock and bond market Hypothetically, you are a contestant on a game show, where you've just won $50,000. The game show host offers you a chance at the grand prize which could either triple your money or lose it. How much of your $50,000 do you risk? Select one None $12,500 $25,000 $37,500 All Over the next 2 to 3 years, what is the possibility that unexpected withdrawals could occur in this account? Select one Very unlikely Somewhat unlikely Unsure Somewhat likely Very likely Submit