Reading 18: Goals-Based Investing: Integrating Traditional class, correct, advantage, statements, concerning

mayanfang1

Q5. Are Weatherford’s statements concerning the description of a completion fund and identifying its advantage correct?

          Description
of a completion fund              Identifying its advantage

 

A)   Incorrect                                Correct

B)   Correct                                  Incorrect

C)   Correct                                  Correct

Q6. Are the statements of Lee and Weatherford concerning the effectiveness of various account structures correct?

          Lee                                       Weatherford

 

A)   Correct                                  Incorrect

B)   Incorrect                                Incorrect

C)   Incorrect                                Correct

Q7. Are the statements of Lee and Weatherford concerning investment goals as specified in behavioral finance correct?

          Lee                                       Weatherford

 

A)  Incorrect                                  Incorrect

B)  Incorrect                                  Correct

C)  Correct                                    Correct

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