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I'm a planner, and spreadsheets speak to me I'm more spontaneous in how I typically invest and make decisions I like to be heavily involved in all decisions I prefer someone else to do the background research and present me with a few options Talking about my finances can be awkward or intimidating at times I need help knowing where to start when thinking about my finances Other

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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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