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Reading 49: The Asset Allocation Decision - LOS b ~ Q7

Q7. All of the following affect an investor’s risk tolerance EXCEPT:

A)   family situation.

B)   years of experience with investing in the markets.

C)   tax bracket.

答案和详解如下:

Q7. All of the following affect an investor’s risk tolerance EXCEPT:

A)   family situation.

B)   years of experience with investing in the markets.

C)   tax bracket.

Correct answer is C)

Tax concerns play an important role in investment planning. However, these constitute an investment constraint, not an investment objective (i.e. risk tolerance).

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