Skip to main content
Hit enter to search or ESC to close
Close Search
Menu
How We Help
Our Services
Amicus Process
Who We Are
Culture
Our Team & Partners
Client Resources
Client Logins
Black Diamond
Charles Schwab
TD Ameritrade
eMoney
Money Guide Pro
Market Reviews
2020
2021 Q1
2021 Q2
2021 Q3
2021 Q4
2021
Contact
Schedule A Meeting
Menu
Step
1
of
11
9%
If Amicus were to manage my investments, I would expect an annual return of at least:
First Choice
Second Choice
Third Choice
When I think about the stock market, I feel:
First Choice
Second Choice
Third Choice
When taking a risk, my best friend would describe me as:
First Choice
Second Choice
Third Choice
When I invest my money, I am most concerned about my investment:
First Choice
Second Choice
Third Choice
When it comes to investing in mutual funds and ETFs, I am:
First Choice
Second Choice
Third Choice
These charts show the potential 1-year outcomes of a $100,000 investment. If I had $100,000 to invest, I would select:
First Choice
Second Choice
Third Choice
I review my investments:
First Choice
Second Choice
Third Choice
From February 19, 2020, to March 19, 2020, the S&P 500 lost over 28%. If I owned an investment that lost over 28% over one month, I would:
First Choice
Second Choice
Third Choice
If my investments were to experience a large decline in value, my financial future would be:
First Choice
Second Choice
Third Choice
I plan to begin taking money from my investments in:
First Choice
Second Choice
Third Choice
Once I begin withdrawing funds from my investments, I plan to spend all the funds in
First Choice
Second Choice
Third Choice
Total
Test1
Test2
Test3
Test4
Test5
Test6
Test7
Test8
Test9
Test10
Test11
Close Menu
How We Help
Our Services
Amicus Process
Who We Are
Culture
Our Team & Partners
Client Resources
Client Logins
Black Diamond
Charles Schwab
TD Ameritrade
eMoney
Money Guide Pro
Market Reviews
2020
2021 Q1
2021 Q2
2021 Q3
2021 Q4
2021
Contact
Schedule A Meeting
FAQs
ADVS
CRS