4. Pat would like to invest in a targeted retirement fund diversified across U.S. stocks, international stocks,

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4. Pat would like to invest in a targeted retirement fund diversified across U.S. stocks, international stocks, corporate bonds, and Treasury bonds. (LO 11-4)

a. What asset allocation would you recommend to Pat if he is 30 years from retirement?

b. How should Pat adjust those allocations when he is 10 years from retirement?

c. What adjustments would you suggest Pat make at the time of retirement?

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Personal Finance Building Your Future

ISBN: 9780077861728

2nd Edition

Authors: Robert Walker, Kristy Walker

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Question Posted: Jul 26, 2024 04:02 AM

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4. Pat would like to invest in a targeted retirement fund diversified across U.S. stocks, international stocks,

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Personal Finance Building Your Future

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