Quizzes

Having a clear understanding of your investment objectives and tolerance for risk is essential for your investments to be managed in a way that you are comfortable with and that will help you achieve your financial goals. The following quizzes help clarify your financial goals, investment objectives, and risk tolerance.
For the most accurate results, please take all three quizzes,
starting with Financial Goals, followed by Investment Objectives,
and finish with Risk Tolerance.


Please note that the quizzes found on this site are not intended to provide comprehensive financial advice. It is also important to revisit your investment objectives and risk tolerance as your circumstances change. You should not take any action based on these quizzes before talking to a financial professional who is familiar with your situation.