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1. Describe in as much detail as possible how you'd encourage a client to systematically assess whether renting an apartment or buying a home is
1. Describe in as much detail as possible how you'd encourage a client to systematically assess whether renting an apartment or buying a home is the superior financial option. Are there non- financial considerations that should also inform this decision? 2. You've decided that it is appropriate for a client's strategic asset allocation (SAA) to include an allocation to US Large-Cap Equities. Enumerate the traits/characteristics/variables that should be considered when working to select amongst the competing set of mutual funds and ETFs that could provide this exposure. 3. Very briefly describe (and compare and contrast) the different types of investable assets (e.g. stocks, bonds, real estate) and investment vehicles (e.g. mutual funds and ETFs) and the role these asset classes and vehicles may play in differing investment portfolios. 1. Describe in as much detail as possible how you'd encourage a client to systematically assess whether renting an apartment or buying a home is the superior financial option. Are there non- financial considerations that should also inform this decision? 2. You've decided that it is appropriate for a client's strategic asset allocation (SAA) to include an allocation to US Large-Cap Equities. Enumerate the traits/characteristics/variables that should be considered when working to select amongst the competing set of mutual funds and ETFs that could provide this exposure. 3. Very briefly describe (and compare and contrast) the different types of investable assets (e.g. stocks, bonds, real estate) and investment vehicles (e.g. mutual funds and ETFs) and the role these asset classes and vehicles may play in differing investment portfolios
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