1. Complete the MarketPsych Questionnaire at http://tests.marketpsych.com/test_question.php?id=8. The questionnaire takes you through thought-provoking questions in the areas of financial anxiety, interest in learning about and tracking investments, your discipline in staying organized and preparing for contingencies, and your “thrill-seeking” investment desires.

The quiz also helps you evaluate your risk-tolerance level. After completing the questionnaire, you will receive a detailed wealth-psychology profile. Your customized profile will help you in selecting the right tools for your wealth-accumulation journey. Open online Worksheet 11.1 to answer the following questions:

1. What did you learn about your wealth-management personality traits?

2. Knowing this, what types of investment tools will you be most likely to invest in?