Oakstreet Financial
Invest on Purpose
Risk Analysis
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Ten quick questions about how you think about money, risk, and time. Takes about three minutes. Answer honestly. There are no wrong answers.
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Question 1 of 10
What is your age?
Question 2 of 10
How able are you to handle financial emergencies outside of your investment plan?
Question 3 of 10
In what time horizon do you plan on needing to withdraw your investments?
Question 4 of 10
Which of the following statements best describes your reaction if the value of your portfolio suddenly declined by 15%?
Question 5 of 10
Which of the following statements most accurately reflects your feelings about the stock market?
Question 6 of 10
How would you describe your knowledge of investments?
Question 7 of 10
How optimistic are you about the long-term prospects for the economy?
Question 8 of 10
How long are you prepared to wait for your account to return to its original value after a down market?
Question 9 of 10
Which of the following best describes your investment objectives?
Question 10 of 10
When monitoring your investments over time, what do you think you will tend to focus on?
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This questionnaire is provided as a tool to help determine which portfolio allocation may be best suited to meet your needs as an investor. It does not constitute investment advice, a recommendation, or an offer to buy or sell any security.
Investment Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC. Oakstreet Financial and Inspire Advisors, LLC, are affiliated entities. Inspire Advisors, LLC, and its affiliates do not provide tax, legal, or accounting advice.