Craigs financial planner is preparing his balance sheet. Which of the following would be considered an investment

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Craig’s financial planner is preparing his balance sheet. Which of the following would be considered an “investment asset?”

a. A certificate of deposit with a maturity of exactly 1 year.

b. The unvested portion of a pension plan.

c. A vacation home.

d. An education fund.

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Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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