Theorem Wealth Management
Is your investment stress
higher than it should be?
What is the longest you been able to stay the course with a long-term strategy without making a change?
I haven’t had a long-term strategy in place
A few months
A few years
More than a few years
If an investment is in decline, what is your first reaction?
I rarely take notice.
It’s ok – this is part of investing.
It’s probably ok, but I don’t like it.
This is making me anxious.
Let’s move out of this before it gets worse.
What drives you to make investment decisions?
My own research and knowledge of the markets
A strategy or financial plan designed by a professional
Aversion to risk
The desire to profit from a trade
The recommendation of my advisor
Overall, how confident are you that your current investment strategy is the best possible option for you?
Not at all confident
People I know well think of me as:
Level-headed and calm
Impulsive and spontaneous
When I’m faced with an unexpected challenge in one area of my life, I react:
By carefully evaluating my options
With confidence that everything will work out in the end
With panic or worry
Ready to take action
When I set a goal, make a plan or start a new regimen:
I adopt the new habit quickly and I stick to it.
I have a few false starts before following through.
I start strong but often fall back into old habits.
I struggle to change my habits at all.
Overall, my everyday actions are driven by:
Discipline and routine
Pleasure or profit
Emotion or impulse
How often do you hear from your advisor?
When I receive an investment statement or report:
I don’t read it.
I read it but don’t I don’t get much out of it.
I review it in detail, which gives me peace of mind.
I review it in detail, but I can get anxious about volatility or lack of returns.
In regards to the activity in my portfolio:
I don’t think much about it from day to day. I prefer to get updates at my annual review.
I’m generally aware of what my money is doing.
I like to stay up to date and I frequently speak with my advisor.
It’s part of my daily routine to check my investments.
Overall, do you feel you’re well equipped to weather a volatile market?
I think so
I’m not very confident
Do you spend like someone whose wealth
will last through retirement?
Find out where you
stand in 90 seconds.