Question
Dollar Cost Averaging is a passive buy and hold method designed for active and aggressive investment. True/False An investors tolerance for risk is the investors
Dollar Cost Averaging is a passive buy and hold method designed for active and aggressive investment.
True/False
An investors tolerance for risk is the investors ability and willingness to accept the partial or full loss of original investment funds.
True/False
A Variable Ratio portfolio management plan is a passive formula strategy implemented to capture stock market movements to an investors advantage.
True/False
Prudent investing requires diversification of a portfolio in an effort to reduce exposure to risk while at the same time retaining an acceptable level of return.
True/False
Retirement planning must be done as a separate objective or goal of financial planning
True/False
A defined contribution plan is a retirement plan that can be funded by the employee, or the employee and employer together
True/False
A holographic will is a will that is both dated and signed.
True/False
The only form of legally recognized trust is an After Death (testamentary trust) trust
True/False
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