Theorem Wealth Management

INVESTING QUIZ

Is your investment stress
higher than it should be?

1

What is the longest you been able to stay the course with a long-term strategy without making a change?

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2

If an investment is in decline, what is your first reaction?

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3

What drives you to make investment decisions?

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4

Overall, how confident are you that your current investment strategy is the best possible option for you?

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5

People I know well think of me as:

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6

When I’m faced with an unexpected challenge in one area of my life, I react:

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7

When I set a goal, make a plan or start a new regimen:

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8

Overall, my everyday actions are driven by:

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9

How often do you hear from your advisor?

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10

When I receive an investment statement or report:

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11

In regards to the activity in my portfolio:

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12

Overall, do you feel you’re well equipped to weather a volatile market?

Complete