An asset allocation plan should consider which of the following investor characteristics? I. income and employment security II. marital status III. age and proximity to retirement IV. social relationships and peer groups

A) II only
B) I, II and III only
C) I, III and IV only
D) I, II, III and IV

Answer: B

Business

You might also like to view...

Like sales promotion, public relations components of the promotion mix are used to create short-term increases in sales

Indicate whether the statement is true or false

Business

The action of a will being witnessed by two or three objective and competent people is known as ________

A) attestation B) abatement C) escheating D) ademption

Business