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Women in Commerce: Financial Investment Survey

This survey asks general questions about your level of knowledge and confidence about your personal investments and financial security today and into the future. This survey is anonymous. Your responses will not be linked to you in any way. Your responses and those of others who respond will help WINC guest speakers provide information that is most beneficial to you at our upcoming luncheon. You can discontinue this survey at any time, without penalty. By completing these questions, you are giving your informed consent to participate.
1. I feel confident that I am saving enough money for my financial security
2. I feel confident that I can retire when I want to retire, without having to work longer
3. I feel confident making investment decisions on my own
4. I always take an active role in managing my financial security
5. In the last year, I have taken steps to better understand my financial investments
6. I have sufficient money in an emergency fund to cover expenses if I lose my job
7. I have a clear understanding of my level of financial security today
(Please mark your level of agreement with the following statement as it relates to the five choices below)
8. I have a basic understanding of ______ and know how it is used in an investment portfolio
Highly Disagree Disagree Neither Disagree or Agree Agree Highly Agree
Passbook Savings Account and Bank CD
Roth IRA
Employer Retirement Plan [401(k)/403(b)]
Traditional IRA
Brokerage or Investment Accounts
9. Please rank the account types from 1 - 5, with 1 being the account you would like to learn about the most
1 2 3 4 5
Passbook Savings Account and Bank CD
Roth IRA
Employer Retirement Plan [401(k)/403(b)]
Traditional IRA
Brokerage or Investment Accounts
10-A. I want to learn more about
Highly Disagree Disagree Neither Disagree or Agree Agree Highly Agree
Individual stocks
Mutual funds
Exchange Traded Funds (ETFs)
Bond
Real Estate
Other (please specify)
11. My current age range is
12. I am
13. My household income is
14. I contribute ______% to my total household income
In the effort to fight spam, please provide the answer to the following question.