PlanVision Knowledge Assessment

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Thanks for your interest in learning more with PlanVision. We look forward to helping you. Please take a few moments to complete this brief knowledge assessment. This will provide us with a sense of your investment experience.  There are 14 questions.  Have fun! 

If you know absolutely nothing at all about investing, just put in your name and hit submit and go back to whatever you were doing.  We get the message - you need help!   
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1. A mutual fund is...
2. A money market fund is...
3. Index investment options are generally...
4. A bond fund offers fixed income for investors and...
5. If you buy a company's stock...
6. When I withdraw money from my pre-tax amounts in my 401k or 403b later in life it will be...
7. If you need to buy a house in a few years, investing in stocks to make as much as you can before you buy your home is...
8. I pay capital gains on taxes I earn at work...
9. In general, when interest rates go up...
10. A no-load mutual fund is one that...
11. Which of the following best explains why many municipal bonds pay lower interest than other government bonds...
12. In general, investments that are riskier tend to provide higher returns over time than investments that are less risky...
13. A savings account at a bank or credit union is considered to be a good investment for...
14. Over the years, I have received investment counseling or guidance from (check all that apply)...