FiLi: Risk Tolerance Calculator

1.) What is your current age?

2.) When do you expect to start drawing income?

3.) What is your goal for this investment?

4.) Assuming normal market conditions, what would you expect from this investment over time?

5.) Suppose the stock market performs unusually poor over the next decade, what do you expect from this investment?

6.) Which of these statements would best describe your attitudes about the next three years' performance of this investment?

7.) Which of these statements would best describe your attitudes about the next three month's performance of this investment?