Email Address

In your general life (not investing), how would you characterize your personality?

(This refers to things like bungee jumping, traveling to new places, and trying new food)

How did you feel during the last major market downturn?

What would you do if a fund your were invested in dropped by 25% in less than a month?

(You had $40,000 invested in the fund and it lost you $10,000 in one month)

How often do you or would you look at your investment account to see how it’s doing?

After answering 10 trivia questions in a row, you have just won $10,000 on a TV game show. Now you must choose between walking away with the $10,000 or betting the entire $10,000 on one of the following random 'drawings.' Which do you choose?

If you had to choose one of these investments, which would you choose

You are happy with your current investment, but your advisor recommends one of two new investments which are objectively better. Which do you choose

Assume all investments have the same level of diversification and the same low expense ratio (costs). There is also no cost to making the choice.

How likely are you to dip into this account prior to when originally planned.

For a retirement account, how likely are you to take money out of the account before retirement or age 59 1/2.

Due to medical reasons, your family income drops to $0 for four months. How do you handle the situation?

Investment Criteria (Optional)

Is there anything you would like us to know? Such as any types of investments you are particularly interested in or you would like to avoid. Or if you would prefer or would like to discuss Socially/Environmentally Responsible or Biblically-Based investment options.

Featured In

acorns |

Bloomberg |

Business.com |

CNBC |

Consumer Reports |

Fiduciary News |

Financial Advisor Magazine |

Fit Small Business |

Forbes |

Fundera |

Gulf News |

Hitched |

Huffington Post |

Investopedia |

Lending Tree |

Los Angeles Time |

Self |

Student Loan Hero |

Tampa Bay Times |

The Street |

Wallet Hub |

US News & World Report |

Wall Street Journal |

Wonolo |

Yahoo! News |