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Reading 18: Goals-Based Investing: Integrating Traditional

Q8. Assuming Ward uses the fixed planning horizon method to fund her wish for a condo, what will be her approximate allocation to equity?

A)   49%.

B)   80%.

C)   20%.

Q9. Are the statements of Lee and Weatherford comparing the lifestyle protection strategy to the fixed planning horizon method as investment policies correct?

          Lee                                       Weatherford

 

A)   Correct                                  Incorrect

B)   Correct                                  Correct

C)   Incorrect                                Incorrect

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回复:(mayanfang1)[2009] Session 4: Reading 18: ...

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