chapter 16 personal finance 1, 3 a c FINANCIAL PLANNING ACTIVITIES 1 Deciding Whether Mutual Funds Are Right for you Assume you are 35 married, and have just received a $160,000 legal settlement Prepare a one page report on the major reasons you want to invest in mutual funds 2 Applying Terms to Murual Fund Investments Using the internet, personal finance magazines, or mutual fund reports, find 3 Matching Mutual Funds with Investor Needs This chapter classified mutual funds into different categories based on the nature 1016 2 of the fund's investments Using the following information, pick a mutual fund category that you consider suitable for each investor described and justify your choice a A 23 year old single investor with a new job that pays $48 000 a year Mutual fund category Why b 45 year old single parent with three children who has just received a $450 000 divorce settlement, has no job, and has not worked outside the home for the past five years Mutual fund category Why S A husband and wife who are both in their late 60s and retired, Mutual fund category Why FINANCIAL PLANNING ACTIVITIES 1 Deciding Whether Mutual Funds Are Right for you Assume you are 35 married, and have just received a $160,000 legal settlement Prepare a one page report on the major reasons you want to invest in mutual funds 2 Applying Terms to Murual Fund Investments Using the internet, personal finance magazines, or mutual fund reports, find 3 Matching Mutual Funds with Investor Needs This chapter classified mutual funds into different categories based on the nature 1016 2 of the fund's investments Using the following information, pick a mutual fund category that you consider suitable for each investor described and justify your choice a A 23 year old single investor with a new job that pays $48 000 a year Mutual fund category Why b 45 year old single parent with three children who has just received a $450 000 divorce settlement, has no job, and has not worked outside the home for the past five years Mutual fund category Why S A husband and wife who are both in their late 60s and retired, Mutual fund category Why

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chapter 16 personal finance 1, 3 a c FINANCIAL PLANNING ACTIVITIES 1  Deciding Whether Mutual Funds Are Right for you  Assume you are 35  married, and have just received a $160,000 legal settlement  Prepare a one page report on the major reasons you want to invest in mutual funds  2  Applying Terms to Murual Fund Investments  Using the internet, personal finance magazines, or mutual fund reports, find 3  Matching Mutual Funds with Investor Needs  This chapter classified mutual funds into different categories based on the nature 1016 2 of the fund's investments  Using the following information, pick a mutual fund category that you consider suitable for each investor described and justify your choice  a  A 23 year old single investor with a new job that pays $48 000 a year  Mutual fund category  Why  b  45 year old single parent with three children who has just received a $450 000 divorce settlement, has no job, and has not worked outside the home for the past five years  Mutual fund category Why  S  A husband and wife who are both in their late 60s and retired, Mutual fund category  Why  FINANCIAL PLANNING ACTIVITIES 1  Deciding Whether Mutual Funds Are Right for you  Assume you are 35  married, and have just received a $160,000 legal settlement  Prepare a one page report on the major reasons you want to invest in mutual funds  2  Applying Terms to Murual Fund Investments  Using the internet, personal finance magazines, or mutual fund reports, find 3  Matching Mutual Funds with Investor Needs  This chapter classified mutual funds into different categories based on the nature 1016 2 of the fund's investments  Using the following information, pick a mutual fund category that you consider suitable for each investor described and justify your choice  a  A 23 year old single investor with a new job that pays $48 000 a year  Mutual fund category  Why  b  45 year old single parent with three children who has just received a $450 000 divorce settlement, has no job, and has not worked outside the home for the past five years  Mutual fund category Why  S  A husband and wife who are both in their late 60s and retired, Mutual fund category  Why

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chapter 16 personal finance 1, 3 a-c FINANCIAL PLANNING ACTIVITIES 1. Deciding Whether Mutual Funds Are Right for you. Assume you are 35. married, and

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