We're glad you're here. By taking the quiz you will learn how knowledgeable you are about your portfolio and investments. We believe knowing the true answers to these next seven questions are key to being a successful investor.
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QUESTION #1 of 7
What is your age range?
QUESTION #2 of 7
Do you know the two biggest risks in your portfolio?
QUESTION #3 of 7
Do you own Mutual Funds and/or ETFs in your portfolio?
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QUESTION #4 of 7
Do you know the Top 3 Companies you own in your portfolio?
QUESTION #5 of 7
How often do you communicate with your financial advisor?
Do you meet in person? And, are these meetings of value to you?
QUESTION #6 of 7
Do you have an Investment Policy Statement (IPS)?
QUESTION #7 of 7
Do you believe your investments are doing the best that they can?
Please tell us why you responded in the manner you indicated:
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Based on your score, you have level of clarity into your portfolio.
To improve your level of clarity, take the next step and talk with one of our advisors. You will receive a FREE comprehensive Investment Stress Test® that is based on your actual portfolio and investments. Do it today so you can have better wealth and a better life.
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