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WHO WE ARE
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FAQs
The Murphy Giving Fund
CONTACT
QUESTIONNAIRE - Sweven Wealth
694
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Questionnaire
Personal Info
Name
Email Address
Address
City
State
Single
Married
Employment Info
Occupation
Annual Salary
Taxable Income [text* Taxable Income including investments, dividends, etc.]
Projected Retirement
How stable are your current and future income sources?
Rock Solid
Pretty Solid
OK... I think?
Wow... It's getting warm in here
Hanging on by a thread
Current Expenses
Have you ever done a personal budget?
Are you serious?
Thought about it…then went on living my life
Did it, but didn’t stick to it
Yes, I’ve been on one ever since I was a little kid
Do you know what your monthly expenses are?
Never thought of it and couldn’t even guess
I could give you a rough estimate
I don’t wanna know
Yes, down to the cent
If you do know monthly expenses, please enter here:
Balances and Holdings
Please enter Current Balances and Holdings (Account, Balance, Type of Account)
Are you the sole owner of the above accounts?
Yes
No
How long until you begin taking money from investments?
Already started
1 year
2 - 4 years
5 - 10 years
10 + years
Investing Goals
What would you like to accomplish with your investment profile?
Do you care ...
Most about maximizing current income
Most about maximizing long term growth
More about current income than long term growth
More about long term growth than current income
Which portfolio would you prefer?
Average return: +6.7%, Best historical year: +29.8%, Worst historical year: -10.1%, Chance of being up (making money) for the year: 86.9%
Average return: +8.4%, Best historical year: +32.3%, Worst historical year: -22.5%, Chance of being up (making money) for the year: 81.5%
Average return: +9.6%, Best historical year: +45.4%, Worst historical year: -34.9%, Chance of being up (making money) for the year: 75%
Investing Concerns
What are your main concerns regarding your money? Please enter here:
If you owned stocks that lost a third (-33%) in value, what would you do?
Sell the rest and hide under the bed
Buy, buy, buy
Sit tight and do nothing
Sell some and hope they increase soon
How often do you check financial markets via TV, internet, phone, etc?
Multiple times a day, I actually did it since I started this questionnaire
Every day
Only when I hit the wrong button on my iPhone
Wouldn’t even know where to find it
How likely are you to act on a time sensitive investment tip from a friend, colleague, associate, etc?
Definitely, I don’t want to miss out!
Only if I trust the person
Maybe – if someone else does it with me
Not likely, I don’t rush into this type of thing
Which best describes your feelings on market fluctuations?
Can’t stand them, doesn’t matter what people tell me
I can deal with some, but not entirely comfortable
No big deal. All part of it!
Δ
One day or Day one.
You decide.
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