Investing Your Money

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Financial Planning

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Details

Investments and Insurance products are:

Not FDIC insured
Not insured by any Federal Government Agency
Not guaranteed by the bank
Not deposits
May lose value

Trust Services

Investor Profile

Answer the following six questions to help you determine your 'risk tolerance'. Submit your responses and see your profile!

1. My current age is?
a. 60 or older
b. 55-60
c. 40-55
d. 20-40

2. I plan to retire in ____ years.
a. 5 years or less
b. 10-15 years
c. 15-25
d. more than 25 years

3. It is more important that my investments stay ahead of inflation.
a. Strongly disagree
b. Disagree
c. Agree
d. Strongly agree

4. It is important that I conserve the principal value of my investments.
a. Strongly disagree
b. Disagree
c. Agree
d. Strongly agree

5. If my investments lose money over a year, I can resist the temptation to sell the investments.
a. Strongly disagree
b. Disagree
c. Agree
d. Strongly agree

6. I consider myself knowledgeable about economic issues and personal investing.
a. Strongly disagree
b. Disagree
c. Agree
d. Strongly agree

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