- 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.
Updated: August 28, 2023
Do you hesitate when making a financial 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 and more control over your financial decisions.
Use this quiz to help you identify your investor type and get tips that could help you work more effectively with a 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.
- What is my investing style?
- How should I work with a financial professional?
- How does my investing style compare to others?