Employed Retired Not Employed Self-Employed
15% or below 15% to 27.5% 27.5% or above
Single Married Divorced Widowed

Under $50,000
$50,000 - $100,000
$100,001 $250,000
Over $250,000
Under $50,000
$50,000 - $250,000
$250,001 $750,000
Over $750,000
Under $50,000
$50,000 - $250,000
$250,001 $750,000
Over $750,000

Preservation of Capital
Income
Capital Appreciation
Speculation
Other:
Short (0-5 years)
Intermediate (6-10 years)
Long (over 10 years)
Combination:
Conservative
Moderate
Aggressive
Combination:

True False Neutral


15% 35% 42%


True False Neutral


Sell all or a remaining of the investment Hold on to the investment and sell nothing Buy more of the investment


Less than 25% 25 - 75% More than 75%


Very Likely Not Likely Not a Chance


Very Experienced Moderately Experienced Beginner


Safety of the money invested Possibility of beating inflation Speed with which the investment will grow


Now Retired 1 - 5 Years 5 - 10 Years 10 or More Years


Go Up Go Down Don't Know