• Quiz
  • |
  • Aug 29, 2019

What Kind of Investor Are You?

The quiz below can help you understand how you may view money and what that could mean if you work with a financial professional.

Do you hesitate to make a move or jump quickly when you feel the time is right? Are you a collaborative decision maker or do you trust your own instincts? Understanding how you view investing and money management can give you insight into and more control over your financial decisions.

Use this quiz to help you begin to identify your investor type and get tips on applying this information to help you work more effectively with your financial professional. Be sure to print your results – including how you compare to others – to share with a financial professional so they can get a better understanding of what drives you.

Questions this quiz can help you consider:
  • What behaviors can help me reach my financial goals?
  • Why is a written financial strategy important?
  • What are the benefits of sticking to a long-term plan during volatile markets?