How would you determine whether investing in securities should be part of your personal financial plan at

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  1. How would you determine whether investing in securities should be part of your personal financial plan at this time in your life? Would you prefer to manage your own investments, or to invest in a managed portfolio like the one that E*Trade offers?
  2. E*Trade focuses on two different types of investors, active and long term. What differentiates these investors in terms of their investing methods and goals and why?
  3. Why does E*Trade offer its Managed Investment Portfolio only in person or on the phone?
Portfolio
A portfolio is a grouping of financial assets such as stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly...
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Business

ISBN: 978-0538478083

11th edition

Authors: William M. Pride, Robert J. Hughes, Jack R. Kapoor

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