Investment Objective and Risk Tolerance
If you were invested in the stock market, how would you feel about significant fluctuations in the value of your holdings?
Which of the following would best describe your reaction if the value of your portfolio suddenly declined by 15%?
Which is your most important goal for your portfolio in the long term?
Which of the following best describes your long-term investment objectives?
10 years from now are you striving to have your portfolio value be:
Is generating income from your portfolio...

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