Risk Assessment

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Risk Assessment

1. In general, how would your best friend describe you as a risk taker?
2. You are on a TV game show and can choose one of the following. Which would you take?
3. You have just finished saving for a "once-in-a-lifetime" vacation. Three weeks before you plan to leave, you lose your job. You would:
4. If you unexpectedly received $20,000 to invest, what would you do?
5. In terms of experience, how comfortable are you investing in stocks or stock mutual funds?
6. When you think of the word "risk" which of the following words comes to mind first?
7. Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high interest government bonds. What would you do?
8. Given the best and worst case returns of the four investment choices below, which would you prefer?
9. In addition to whatever you own, you have been given $1,000. You are now asked to choose between:
10. In addition to whatever you own, you have been given $2,000. You are now asked to choose between:
11. Suppose a relative left you an inheritance of $100,000, stipulating in the will that you invest ALL the money in ONE of the following choices. Which one would you select?
12. If you had to invest $20,000, which of the following investment choices would you find most appealing?
13. Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mine is a bust, the entire investment is worthless. Your friend estimates the chances of success is only 20%. If you had the money, how much would you invest?"
14. If you had $1,000,000 how much would you be willing to lose in the market in retirement?

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Judy Carlson is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, DBA Judy Carlson Financial Group. 401(k) Maneuver is another business name for Royal Fund Management, LLC. Royal Fund Management, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

Judy is a licensed Insurance Agent, and in this capacity, she can assist with Insurance products. Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

We are not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. Judy’s professional experience allows her to provide guidance on Social Security, tax planning, and related matters. The information discussed and presented is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors.