In developing an initial plan for a client on how much to invest in each investm

Question

In developing an initial plan for a client on how much to invest in each investment

class, the plan administrator or money manager will use what tools?

A: rebalancing

B: fundamental analysis

C: performance evaluation

D: mutual funds

Betty has saved $60,000 for a down payment on a home. She is now actively

looking for her dream house and anticipates making an offer on a home

within the next two months. If the offer is accepted, it will take up to three

additional months to close on the house. Betty will need to deposit about

$1,000 in an escrow account as

Explanation / Answer

1.C: performance evaluation
2,D: $1,000 in a two month certificate of deposit (CD) and the remainder
in a six-month CD.
3.B: $30.00
4.C: $ 7,019
5.A: $ 900
6.D: Since these are zero-coupon bonds, it does not matter which bond Paul
chooses.
7.A: 1.0%
8.C: $1,980
9.B: $ 7,000.
10.A: 8.5%
11.C: $54,000
12.A: XYZ pays taxes annually on accrued interest earned from the GIC
13.D: 6.7%
14.B: 25
15.E: either B or C (partnership) would be a reasonable investment for Frank,
but a direct investment (A) is not reasonable
16.D: 70.0%
17.A: $150
18.E: $2.56
19,C: oversight of various separately managed account managers.
20.B: Low minimum investment
21.C: 50%
22.C: 4.63 billion
23.A: $12,500
24.D: 11
25.E: 10.61%
26.C: $2
27.D: issue equity
28.C: $45,000.
29,B: Long-term Treasury notes or bonds

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