Second Opinion Quiz

Are your investments working as hard as they should be? Are you paying too much in fees or expenses, underperforming your peers, not generating enough income to support your retirement plans, or taking too much risk?

Take the quiz to see where you're at:

Do you know how much your investment are costing you as both a percentage and dollar amount?

Yes

No

If a major stock market index such as the Dow, drops by 10% or more, do you know how your portfolio would respond? Would your account fall by more or less & how much would that equate to in actual dollars?

Yes

No

Do you know how your portfolio will respond to rising interest-rates? Do you understand, and can you identify, your portfolio duration, yield, and overall credit rating?

Yes

No

Do you have a process for reviewing your investments which includes criteria to make allocation changes, or the use of trade controls like Stop Loss Orders to protect potential profits?

Yes

No

Are you concerned about your recent investment performance and how it may compare to others and major stock market indices?

Yes

No

Have you or your advisor run a stock intersection map to make sure your portfolio is diversified and to identify possible concentrations and overlap?

Yes

No

Do you know how much your portfolio should produce in terms of dividends, yield or income?

Yes

No

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