Confident

Confident people like you score high on all five personality traits—extroversion, agreeableness, emotional stability, conscientiousness, and openness to experience. You are most likely to work with an investment advisor, most likely to have conducted a background check on your advisor, and most likely to have asked your advisor how they are compensated.

What you know, feel, and do matters when it comes to investing

• Pay attention to the information you receive from your advisor—account-opening documents, research materials, transaction records, and statements.
• Spend time doing your own research before you decide to invest.
• Remember that the investment that works for someone you know isn’t necessarily the one for you.