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Risk Assessment

There are no wrong answers. Your responses to the following questions will help us jumpstart the conversation around investment variability and time horizon. These feelings are helpful as we plan for an optimal asset mix for your longer term investments.

Your contact here at Core Planning

Your Name

Email

How would you describe your level of investment knowledge?

How many years of investment experience do you have?

When do you anticipate using your invested funds?

Generally, I prefer investments with little to no fluctuation in value, and I'm willing to accept a lower return for those investments.

During market declines, I tend to sell portions of my riskier investments and move money into safer assets.

My current employment and income sources would be considered:

In the year 2022, much of the market declined in value up to 30% in a very short period of time. Please describe your emotions toward this type of market event.

If you were invested during this same period, please describe your actual behavior.

How might you describe your emotional fortitude around stock market volatility?

If your long term investments declined in value by half, which would best describe your reaction?

On a scale of 1 to 5, how would you rate your ability to move against the herd?

Relating to the market, is there anything else you'd like to share, maybe something we haven't asked you about yet?

We look forward to taking these next steps together!