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Please give me a complete and accurate answer. Thank u. . 32. INVESTMENT POLICY/STATEMENT OF OBJECTIVES Jane Doe Source of funds, inherited assets (100K) and

Please give me a complete and accurate answer. Thank u.
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32. INVESTMENT POLICY/STATEMENT OF OBJECTIVES Jane Doe Source of funds, inherited assets (100K) and Jane's 401K (50K) Risk Tolerance: Moderate, moderate/conservative risk Return Requirement: above the rate of inflation to ensure savings maintain purchasing power over the long-run Time Horizon: Jane is 35 years old, with a planned retirement at 62 years old. Taxes: The 401k is tax-deferred, while Jane has a high salary and would prefer to be mindful of taxes in her investment program, tax avoidance isn't a priority goal. Liquidity: Jane has no current liquidity needs, she has ample savings. Special Considerations-_Between Jane and her employer, 15K per year is added to the 401k Only mutual funds are available in the 401k Given the above Investment Policy, provide a general asset allocation guide for Jane both in her 401 K and her personal assets. Keep in mind her stated goal, age and risk tolerance

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