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Ellie is 30 years old and loving life in Chicago. She works at a large marketing firm which is her second job since she graduated

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Ellie is 30 years old and loving life in Chicago. She works at a large marketing firm which is her second job since she graduated from UW-Madison 8 years ago. She's been at this company for 3 years. She considers herself a moderately aggressive investor and has opened an online brokerage account to do investing outside of her retirement plan. Her investments: - Current 401(k)=$8,000 [ $5,000= her contributions; $3,000= employer match] Invested in 3 mutual funds: Growth and income fund - 50% Corporate bond fund 45% International fund 5% - Old 401(k) still at her former employer =$3,000 [there was no company match] All invested in a Large Cap fund - Investment account with Charles Schwab in her name only invested accordingly: How does Ellie's 401(k) investments line up with her moderately aggressive investment style? 1. She holds too much in bonds for her risk tolerance and age. 2. She is in good shape 3. She needs more growth-oriented stock in her current 401(k) 4. Her bond exposure is good for her age. 3,4 1,3 2,4 2

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