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  • 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 is my investing style?
  • How should I work with a financial professional?
  • How does my investing style compare to others?

This quiz is for entertainment purposes. The investor types have been created to reflect typical investor behaviors and are based on internal analysis of numerous studies of and surveys about investor behavior.

This material is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, accounting, or investment advice. It is not, and should not be regarded as, investment advice or as a recommendation regarding a course of action. Brighthouse Financial, Inc. and its subsidiaries did not consider any individual’s circumstances in preparing this information. Clients should seek advice from their tax, legal, and accounting advisors in addition to consulting with a financial professional. In this material, “advisor” or “financial advisor” means a financial professional. To the extent required under applicable law, a financial professional may be subject to various state and federal licensing requirements.

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Brighthouse Financial® and its design are registered trademarks of Brighthouse Financial, Inc. and/or its affiliates. Brighthouse Financial is the brand name for Brighthouse Life Insurance Company, Brighthouse Life Insurance Company of NY, and New England Life Insurance Company.

Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Brighthouse Life Insurance Company, Charlotte, NC 28277 and, in New York only, by Brighthouse Life Insurance Company of NY, New York, NY 10017 (“Brighthouse Financial”). Variable products are distributed by Brighthouse Securities, LLC (member FINRA). All are Brighthouse Financial affiliated companies.

In this material, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.

Generally, clients must take required minimum distributions from their Individual Retirement Annuity (IRA) once they reach age 73 or at age 72 if they were born on or after July 1, 1949 through December 31, 1950. Clients should seek advice from a qualified tax professional for complete details.