"An investor without investment objectives is like a traveler without a destination."
~ Ralph Seger ~ |
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Your income is (choose all that apply):
>from full time job
from part time job
from investments
from retirement plan
capital gains
allowance
interest from savings
rental property
from family or windfall
other
don't have income
If 'other' above, please specify.
As a percentage of your total income, how much do you save and invest?
0%
>10%
20%
30%
40%
50%
more than 50%
don't have income
As regards the use of income, you
save/invest first, then spend
spend first, then save/invest
>neither of the above
Your largest monthly expenditure (not savings or investments) is for:
mortgage & utilities
rent & utilities
car loan & fuel
>food
clothing
entertainment
schooling
cell phone
tithing / donations
you
Do you have goals that require you to save / invest?
>Yes
No
How well did you meet those goals in 2007?
| Not at all | 1.0 | 2.0 | 3.0 | 4.0 | 5.0 | Very well |
Assume you will start investing during 2008, with which of the following names are you familiar? Choose all that apply.
>A.G. Edwards & Sons
>Ameritrade
>Barclays
Bear Stearns
Charles Schwab
Deutsche Bank/Alex Brown
E*Trade
>Edward Jones
Fidelity
Goldman Sachs
>J.P. Morgan Chase
Legg Mason
Lehman Brothers
Merrill Lynch
Morgan Stanley
Oppenheimer & Co.
Raymond James
Scott Trade
>Smith Barney
>UBS Financial Services
USAA
Wachovia Securities
Zecco
other
If 'other' above please specify.
If you could do anything with you entire income this month, what would it be?
open a savings account or invest in a mutual fund
