Risk Tolerance  
Aiming for high investment returns generally means accepting a higher level of investment risk. That is, investment vehicles that have the potential to provide high returns typically have increased volatility. This calculator is designed to help you clarify your comfort level with investment risk.
     


1. If one of your investments lost 25 percent of its value in a short
period of time, how would you react?

Hold steady
Buy more at the lower price
Sell out of the position, cutting further losses

2. With which of the following investments do you feel most comfortable?

High-grade corporate bond
Certificate of deposit
Growth stock

3. Of the following stocks, which do you feel would best suit your needs?

An aggressive small-company stock that pays no dividends but offers great potential for long-term growth
A conservative utility stock that pays high dividends but offers little chance for long-term growth
A "blue chip" stock that offers the potential for modest dividends and growth

4. What have you traditionally considered most important for your
investments?

Maximum growth
Conservative growth
Safety

5. Which would make you happier?

Avoiding an investment that would have resulted in a large loss
Picking an investment that results in a large gain
No preference

6. How would you advise a recent college graduate regarding his/her first paycheck?

Start investing right away
Use the money to make sure you have adequate insurance
Use the money for household expenditures

7. In his poem "If," Rudyard Kipling wrote, "If you can make one heap of all your winnings, and risk it on one turn of pitch-and-toss, and lose, and start again at your beginnings and never breathe a word about your loss......you'll be a man my son."
Do you agree with this sentiment?

Agree
Neither agree nor disagree
Disagree

8. What is your feeling about insurance (life, health, disability income, homeowners, etc.)?

Insurance is the foundation of a sound financial strategy
Most of the time insurance is a necessary expense
Who needs insurance?

9. If an eccentric millionaire offered you your choice of the following, which would you choose?

A guaranteed $10,000
A 90 percent chance of receiving $20,000
A 50 percent chance of receiving $50,000

10. Which of the following best represents your philosophy about life?

Nothing ventured, nothing gained
Everything in moderation
Slow and steady wins the race

 
   
   
Szarka Financial
29691 Lorain Road North Olmsted, OH 44070
Phone:

440.779.1430

800.859.8095

Fax: 440.779.0746
info@szarkafinancial.com

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Szarka Financial was recently featured in the March issue of CBC Magazine



Job Seeker's Networking Event

Come, meet some new people and begin to develop relationships that just might provide you a path to a new job opportunity!


6:30 - 8:30 pm
Wed, April 25th

Mavis Winkle’s
1st floor in the Crown Office Bldg,
5005 Rockside Rd
Independence, OH 44131
Map & Directions

Please click here to RSVP.



Career Transition Camp Follow Up

We had such an overwhelming response to our offer of assisting with networking, interviewing and resumes that we decided to offer another workshop.


6:30 - 8:30 pm
Wed, April 16th

Szarka Financial
29691 Lorain Rd
North Olmsted, OH 44070
Map & Directions

Please click here to RSVP.



Economic Update

Make plans to attend one of the Spring Economic Update sessions to hear some of the looming issues affecting the markets.


Chuck Conrad, JD &
Rick Martin CFP®


April 24th, 2012
12:00 - 2:00 pm
April 26th, 2012
6:00 - 8:00 pm

Szarka Financial
29691 Lorain Rd
North Olmsted, OH 44070

Please click here to RSVP.



Economic Update

Make plans to attend one of the Spring Economic Update sessions to hear some of the looming issues affecting the markets.


Mark Stratis, CFP®

April 26th, 2012
12:00 - 2:00 pm
May 1st, 2012
6:00 - 8:00 pm

Szarka Financial
29691 Lorain Rd
North Olmsted, OH 44070

Please click here to RSVP.



Economic Update

Make plans to attend one of the Spring Economic Update sessions to hear some of the looming issues affecting the markets.


Alex Menassa, MBA, CPA

May 1st, 2012
12:00 - 2:00 pm
May 3rd, 2012
6:00 - 8:00 pm

Szarka Financial
29691 Lorain Rd
North Olmsted, OH 44070

Please click here to RSVP.



Planning for the Cost of Education

Mark Stratis will share tips developed by the FPA to help you navigate the challenge of paying for a college education.


Mark Stratis, CFP®

June 14th, 2012
7:00 - 8:30 pm

Cuyahoga County Public Library
Fairview Park Branch
21255 Lorain Road
Fairview Park, Ohio 44126

Please click here to RSVP.

Contact Info

29691 Lorain Rd. N. Olmsted, OH 44070

info@szarkafinancial.com

Phone:
440.779.1430
800.859.8095

Fax:
440.779.0746

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