SHARE:
investing
| Variable | Question text | Label |
|---|---|---|
| q028 | On a scale from 1 to 10, where 1 means you know very little about investing and 10 means you know a lot about investing, how would you assess your overall knowledge about investing?
| overall knowledge about investing |
| q029 | What are your most important reasons for investing? Select up to three. | reasons for investing |
| q030 | Which of the following apply to you when it comes to investing? Select up to three. | reasons for not investing |
| q031 | How much money do you think is required to open an investment account? | how much money required to open an investment account |
| q032 | Which of the following best describes your current investment style? | current investment style |
| q033 | Why do you work with a professional financial advisor? Select up to three reasons. | why work with a professional financial advisor |
| q034 | To what extent do you agree or disagree with the following statement:
I regularly spend time thinking about and planning my finances. | regularly spend time thinking and planning finances |
| q035 | To what extent do you agree or disagree with the following statement: When I have a vacation coming up, I spend a lot of time thinking about and planning for it. | spend a lot of time thinking about and planning for a vacation that is coming up |
| q036 | Which of the following apply to you when it comes to investing? Select up to three. | thoughts investing |
| q048 | Employer-provided retirement account (such as a 401k, 403(b) or Thrift Savings Plan (TSP)) | Employer-provided retirement account (such as a 401k, 403(b) or Thrift Savings Plan (TSP)) |
| q049 | Individual retirement account not provided by an employer (such as an IRA, Keogh, SEP, or any other retirement fund) | Individual retirement account not provided by an employer (such as an IRA, Keogh, SEP, or any other retirement fund) |
| q050 | Other personal investments (such as mutual funds, money market accounts, stocks, certificates of deposit, or annuities, etc.) | Other personal investments (such as mutual funds, money market accounts, stocks, certificates of deposit, or annuities, etc.) |