Minding Your Business Survey Help Wealth Healthy Women [TM] research the frequently-asked question: Do women and men REALLY differ in how they think about and handle money? Please complete the following 7-item survey, and ask a member of the opposite sex to answer it too! See directions for submitting your responses at the end of the survey. Instructions: Choose the answer that best describes you NOW. Place an X on the line in front of your response. If you are not currently investing, check the response that would best describe you if you were currently investing. Choose only one answer per item. Your Gender: _____Female _____Male Age: _____20-29 _____30-39 _____0-49 _____50-59 _____ 60-69 _____70 and over I have been handling my own finances for _____0 years _____1-5 years _____6-10 years _____11-15 years _____16-20 years _____other (please specify) My highest level of education is ______ high school ______ college ______ graduate school _____ other (specify: ) $ $ $ $ $ $ $ $ $ $ $ $ $ $ 1. My ability to predict shifts in the markets: _____ I am very confident in my ability. _____ I'm probably no better and no worse than anyone else about predicting market shifts. _____ I have no confidence in my ability to predict shifts. 2. Significance of my gut reactions _____ IF I have a good "feel" about an investment, it's likely to be successful for me. _____ I don't give much weight positively or negatively to how I feel about any particular investment. I invest based upon the information I gather. _____ Even if I have a good feeling about an investment, I focus more on the risks, such as a drop in returns or even losing principal. 3. Perceptions of my investment decisions _____ I tend to remember my financial successes more than poor returns or decisions. _____ I equally remember (or forget) successful and poor returns or decisions. _____ I tend to remember my financial mistakes more than my successes. 4. Influences on my investing (stocks, mutual funds, bonds, CDs, or other options will be referred to generally as "financial products") _____ I prefer to invest in financial products that family or friends invest in, or stocks\funds that are popular. _____ Sometimes I invest in what others are currently buying and sometimes I buy a product that looks promising to me. _____ I prefer investing in what I view as a good financial product regardless of what others are buying. 5. My feelings about financial losses _____ I dread a negative outcome when I invest and feel a lot of regret when I've picked a losing financial product. _____ While I don't like poor outcomes, I feel less regret when someone else has invested the money for me than if I'd invested it myself. _____ While I don't like poor outcomes, I feel little regret over financial decisions whether I chose the investment or someone did it for me. 6. My perceptions of market trends to come _____ Based on what happened this year to technology stocks and dot-com companies, I'd predict that a similar rise and fall will happen in new "hot" sectors in the future. _____ I'm not sure what to think about future financial events based on what has recently occurred. _____ I don't believe we can predict anything about future financial events from past or current situations. 7. Where I put my investment focus _____ I have a long-term investment strategy and refrain from switching in and out of investments when they aren't meeting my expectations. _____ I worry when my investments aren't earning what I expect, and occasionally will switch in and out of investments. _____ I monitor my investments every day or so and actively switch in and out of investments that aren't performing up to my expectations.