Recently I have come upon a worksheet that some might find a handy tool for their risk assessment process. This worksheet tries to asses your overall risk-taking capacity and to give a numerical score on your risk tolerance along with suggesting sample asset allocations. Not very sophisticated but at the same time neat and insightful.
Risk Assessment Quiz (doc file, 43KB)
This quiz is designed as a starting point for financial discussions. It should not be used to make final decisions.
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