People like you with a diligent personality type score high on all traits, except extroversion. You’re very much like the confident personality type—conscientious, open to experience, agreeable, and emotionally stable—except introverted. You’re likely to work with an investment advisor, but tend not to ask how your advisor is compensated. You’re the most likely of all personalities to read your investment statements and to read them all the way through.

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

• Always ask about the fees you will pay and how your advisor will be compensated for the investments you make.
• Keep your financial plan up to date and be sure to refer to it when making investment decisions.
• If you’re not sure about an investment, consult with a third party, like an accountant or lawyer, not related to it.