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1.
What is the expected time horizon of this account, i.e. when will you need to start using this money?
What is the expected time horizon of this account, i.e. when will you need to start using this money? 2.I am prepared to sacrifice some safety for higher returns.
I am prepared to sacrifice some safety for higher returns.3.I am willing to accept some risk in an effort to stay ahead of inflation.
I am willing to accept some risk in an effort to stay ahead of inflation.4.I am willing to accept fluctuating returns in order to achieve my goals.
I am willing to accept fluctuating returns in order to achieve my goals.5.From time to time, I can tolerate negative returns.
From time to time, I can tolerate negative returns.6.I am willing to accept higher volatility to achieve above average returns.
I am willing to accept higher volatility to achieve above average returns.Amount of Money:
Money is currently in what type of account, IRA, Roth IRA, 401k, etc:
Are you speaking with other Advisors?
