Question
1. When saving for a goal, which of the following is true? A. If there is a shortfall, one should take more market risk B.
1. When saving for a goal, which of the following is true?
- A. If there is a shortfall, one should take more market risk
- B. Short term goals require a more conservative investment vehicle
- C. Long term goals require a more conservative investment vehicle
- D. Both A and C
2. Clark is your client and is looking for some tax and investment advice. He has a non-qualified brokerage account and wants to minimize his annual taxation. What should he consider for his portfolio?
- A. Actively managed mutual funds
- B. Passive ETFs
- C. Day trading blue chip stocks
- D. REIT mutual funds
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Personal Finance And Investments
Authors: Keith Redhead
1st Edition
0415428629, 978-0415428620
