Financial Risk Assessment Step 1 of 2 50% In order to assess your current risk tolerance in relation to your asset allocation strategy, we invite you to complete this form.Inflation, the rise in prices over time, can erode your investment return. Long-term investors should be aware that, if portfolio returns are less than the inflation rate, their ability to purchase goods and services in the future might actually decline. However, portfolios with long-term returns that significantly exceed inflation are associated with a higher degree of risk. Which of the following choices best reflects your attitude toward inflation and risk?*My main goal is to avoid loss, even though I may only keep pace with inflation.My main goal is to earn slightly more than inflation, while taking on a low level of risk.My main goal is to increase my portfolio’s value. Therefore, I am willing to accept short-term losses, but I am not comfortable with extreme performance shifts that may be experienced in the most aggressive investment options.My main goal is to maximize my portfolio value, and I am willing to take on more extreme levels of risk and performance shifts in my portfolio to do so.The table below presents a hypothetical worst case loss, expected gain, and best case gain of five sample portfolios over a one-year period with an initial $100,000 investment. By Looking at the table above, which portfolio would you prefer to hold?*Portfolio 1Portfolio 2Portfolio 2Portfolio 4Portfolio 5Investing involves a trade-off between risk and return. Historically, investors who have received high long-term average returns have experienced greater fluctuations in the value of their portfolio and more frequent short-term losses than investors in more conservative investments have. Considering the above, which statement best describes your investment goals?*Protect the value of my account. In order to minimize the chance for loss, I am willing to accept the lower long-term returns provided by conservative investments.Keep risk to a minimum while trying to achieve slightly higher returns than the returns generally provided by investments that are more conservative.Focus more on the long-term investment returns. Long-Term growth is equally as important as managing portfolio risk.Maximize long-term investment returns. I am willing to accept large and sometimes dramatic short-term fluctuations in the value of my investments.Historically, markets have experienced downturns, both short-term and prolonged, followed by market recoveries. Suppose you owned a well-diversified portfolio that fell by 20% (i.e. $1,000 initial investment would now be worth $800) over a short period, consistent with the overall market. Assuming you still have 10 years until you begin withdrawals, how would you react?*I would not change my portfolio.I would wait at least one year before changing to options that are more conservative.I would wait at least three months before changing to options that are more conservative.I would immediately change to options that are more conservative.The following graph shows the hypothetical best and worst results of five sample portfolios over a one-year holding period. The best potential and worst potential gains and losses are presented. Note that the portfolio with the highest upside also has the largest downside. By looking at the graph above, which of these portfolios would you prefer to hold?*Portfolio APortfolio BPortfolio CPortfolio DPortfolio EI am comfortable with investments that may frequently experience large declines in value if there is a potential for higher returns. What is your view regarding this statement?*Strongly disagreeDisagreeSomewhat agreeAgreeStrongly agree Name* First Last Email* Phone*Additional MessageSignature* This iframe contains the logic required to handle Ajax powered Gravity Forms.