The following questions are a sample of the financial decisions that individuals and organizations routinely encounter when making investment decisions. Please respond to the questions below to the best of your current ability and knowledge, stating how you would answer each question (you are not being asked to make a decision). Identify what additional information is needed and the key drivers that may qualify your response.

Please restate the question you are answering when you post your response.

• How much risk should I take when investing?
• How much money should I set aside for retirement if I want to retire at age [fill in the blank!]?
• How do I choose the best investment?
• What percentage of my wealth should be held in cash and liquid assets?