1. I plan to take money from my investments in...

2. As I withdraw money from these investments, I plan to spend it over a period of...

3. When making a long-term investment, I plan to keep the money invested for...

4. From August 31, 2000 through March 31, 2001, stocks lost more than 25%. If you owned a stock investment that fell more than 25% in seven months, you would... (If you owned stocks during this period, please select the answer that matches your actions at the time.)

5. Generally, I prefer an investment with little or no ups or downs in value, and I am willing to accept the lower returns these investments may make.

6. When the market goes down, I tend to sell some of my riskier investments and put the money in safer investments.

7. Risk tolerance is the relative ability to accept measurable losses in the short-term in exchange for expected higher returns long-term. My tolerance for risk is:

8. From January 31, 1999 through December 31, 1999, some bonds lost almost 9%. If you owned a bond investment that lost 9% in eleven months, you would... (If you owned bonds during this period, please select the answer that matches your actions at that time.)

9. How stable are your current and future income sources (salary, Social Security, pension, etc.)?

10. When it comes to investing in stock or bond mutual funds (or individual stocks and bonds), I would describe myself as a/an...

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