Attitudes towards investing

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I Agree

How comfortably are with discussing financial matters, specifically investments?

very comfortable

somewhat comfortable

not very comfortable

not at all comfortable

In general, how would your best friend describe you as a risk taker?

A real gambler

Willing to take risk after completing adequate research

Cautious

A real risk avoider

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

Not at all comfortable

Somewhat comfortable

Very Comfortable

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

Loss

Uncertainty

Opportunity

Thrill

What impact has the recent economic downturn had on your ability to save and invest?

Significant Impact

Major Impact

Minor Impact

No Impact at all

Do you believe there are long term benefits to investing in a balanced portfolio of stocks, bonds, & mutual funds?

Yes

No

Not Sure

Has any financial services company effectively engaged & shown support for the black community?

Yes

No

Who is responsible for investment allocation decisions in your household?

I, and/or someone in my household, make these decisions.

I rely on the advice of a professional(e.g., broker, financial planner, or other consultant)

I currently have no investment assets

Please indicate your gender?

Male

Female

Prefer not to answer

Please indicate your age?

21-34

35-44

45-64

65 or older