You are on a TV game show and can choose one of the following. Which would you take?

$1,000

A 50% chance at winning $5,000

A 25% chance at winning $10,000

A 5% chance at winning $100,000

You have just finished saving for a "once-in-a-lifetime" vacation. Three weeks before you plan to leave, you lose your primary income source. You would:

Cancel the vacation

Take a much more modest vacation

Go as scheduled, reasoning that you need the time to prepare for a job search

Extend your vacation, because this might be your last chance to go first-class

If you unexpectedly received $20,000 to invest, what would you do?

Deposit it in a bank account, money market account, or an insured CD

Invest it in safe high quality bonds

Invest it in stocks

In terms of experience, how comfortable are you investing in stocks or stock mutual funds?

Not at all comfortable

Somewhat comfortable

Very comfortable

When you think of the word "risk" which of the following words comes to mind first?

Loss

Uncertainty

Opportunity

Thrill

In addition to whatever you own, you have been given $10,000. You are now asked to choose between:

A sure gain of $5,000

A 50% chance to gain $10,000 and a 50% chance to gain nothing

Given the best and worst-case returns of the four investment choices below, which would you prefer?

$2,000 gain best case; $0 gain/loss worst case

$8,000 gain best case; $2,000 loss worst case

$24,000 gain best case; $8,000 loss worst case

$48,000 gain best case; $24,000 loss worst case

In addition to whatever you own, you have been given $20,000. You are now asked to choose between:

A sure loss of $5,000

A 50% chance to lose $10,000 and a 50% chance to lose nothing

Suppose a relative left you an inheritance of $1,000,000, stipulating in the will that you invest ALL the money in ONE of the following choices. Which one would you select?

A savings account or money market mutual fund

A mutual fund that owns stocks and bonds

A portfolio of 15 common stocks

Commodities like gold, silver, and oil

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 chance of success is only 20%. If you had the money, how much would you invest?

Nothing

1 month's income

3 month's income

6 month's income

What is your household's approximate annual gross income before taxes?

≤ $99,000

$100,000 to $199,000

$200,000 to $299,000

$300,000 to $399,000

≥ $400,000

What is your household's approximate net worth, excluding the value of your primary residence?

≤ $499K

$500K to $999K

$1,000K to $1,499K

$1,500K to $1,999K

$2,000K to $2,499K

≥ $2,500K

Name

First Name

Last Name