1.I plan to begin taking money from my investments in:

A. 1 year or less

B. 1 – 2 years

C. 3 – 5 years

D. 6 – 10 years

E. 1 – 15 years

F. More than 15 years

2.As I withdraw money from these investments, I plan to spend it over a period of:

A. 2 years or less

B. 3 – 5 years

C. 6 – 10 years

D. 1 – 15 years

E. More than 15 years

3.When making a long-term investment, I plan to keep the money invested for:

A. 1 - 2 years

B. 3 - 4 years

C. 5 - 6 years

D. 7 - 8 years

E. More than 8 years

4.In the first quarter of 2020 some major equity market indices lost over 30%. If I owned an equity investment that lost 30% in 3 months, I would:

A. Sell all of the remaining investment

B. Sell a portion of the remaining investment

C. Hold onto the investment and sell nothing

D. Buy more of the investment

5.Generally, I prefer investments with little or no fluctuation in value, and I’m willing to accept the lower return associated with these investments.

A. Strongly disagree

B. Disagree

C. Somewhat agree

D. Agree

E. Strongly agree

6.During market declines, I tend to sell portions of my riskier assets and invest the money in safer assets.

A. Strongly disagree

B. Disagree

C. Somewhat agree

D. Agree

E. Strongly agree

7.I would invest in a mutual fund based solely on a brief conversation with a friend, coworker, or relative.

A. Strongly disagree

B. Disagree

C. Somewhat agree

D. Agree

E. Strongly agree

8.If I owned a bond investment that lost almost 4% in 2 months, I would:

A. Sell all of the remaining investment

B. Sell a portion of the remaining investment

C. Hold onto the investment and sell nothing

D. Buy more of the investment

9.The chart to the rightbelow shows the greatest 1-year loss and the highest 1-year gain on 3 different hypothetical investments of $10,000.* Given the potential gain or loss in any 1 year, I would invest my money in:

A. Investment A (loss of $164, gain of $593)

B. Investment B (loss of $1,020, gain of $1,921)

C. Investment C (loss of $3,639, gain of $4,229)

*The maximum gain or loss on an investment is impossible to predict. The ranges shown in the chart are hypothetical and are designed solely to gauge an investor's risk tolerance.

10.My current and future income sources (for example, salary, Social Security, pension) are:

A. Very unstable

B. Unstable

C. Somewhat stable

D. Stable

E. Very stable

11.When it comes to investing in stock or bond mutual funds (or individual stocks or bonds), I would describe myself as:

A. Very inexperienced

B. Somewhat inexperienced

C. Somewhat experienced

D. Experienced

E. Very experienced

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Hooker & Holcombe Investment Advisors, Inc. ("HHIA") is an SEC Registered Investment Advisor. The content contained in this questionnaire is informational and illustrative only and should not be construed as investment advice. A comprehensive assessment of your particular circumstances requiring additional inputs and consideration of other factors is necessary to form a basis for investment advice. Investment advice should be based on an individual's specific factors and circumstances. HHIA recommends that you consult with a qualified investment advisor for guidance regarding your particular situation on appropriate strategies for your investments. HHIA also recommends that you consult with a qualified tax specialist when considering appropriate strategies for managing your tax liabilities.

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