IS YOUR PORTFOLIO READY FOR ANYTHING?
CAN YOU IDENTIFY THE STRESS POINTS IN YOUR INVESTMENTS?
DO YOU KNOW HOW TO ADDRESS THOSE STRESS POINTS?
TAKE THE FIRST STEP OF YOUR INVESTMENT STRESS TEST
By taking the quiz, you will quickly learn:
Simply select the answers that best apply to your unique financial circumstance.
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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?
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:
Thank you for taking our Clarity Quiz.
Based on your score, you have level of clarity into your portfolio.
To improve your level of clarity, take your next step and set up your No Cost, No Obligation meeting today.
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Designed for long-term investors with over $200,000 in investable assets.