开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)｜3.2.5(安卓)APP下载

返回

追梦赤子 · 2024年08月12日

哪里说是10年以后了呢

  1. CFA III
  2. Asset Allocation

* 问题详情，请 查看题干

NO.PZ202212280100005202

问题如下：

(2) Young decides to accept the retirement offer. Having very low liquidity needs, she wants to save part of the retirement payout for unforeseen costs that might occur more than a decade in the future. The broker’s view on long-term stock market prospects is positive and recommends additional equity investment.

Determine which of Young’s accounts (education, retirement, reallocated money market, or unexpected needs) is best suited for implementing the broker’s recommendation.

选项：

解释：

答案中说两个孩子17和20.但是说是15年后退休。

添加评论
1 个答案

Lucky_品职助教 · 2024年08月12日

嗨，努力学习的PZer你好：


同学你好：


这道题里提到的10年，是关于unexpected needs的，题干中有句话：she wants to save part of the retirement payout for unforeseen costs that might occur more than a decade in the future，decade就是10年。

不知道我是不是正确理解了你的意思，如果不对，还请继续追问。

----------------------------------------------
就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

  • 1

    回答

  • 0

    关注

  • 122

    浏览
相关问题

NO.PZ202212280100005202 问题如下 (2) Young cis toaccept the retirement offer. Having very low liquity nee, she wants to savepart of the retirement payout for unforeseen costs thmight occur more thaca in the future. The broker’s view on long-term stomarket prospects ispositive anrecommen aitionequity investment.termine whiof Young’s accounts (ecation, retirement,reallocatemoney market, or unexpectenee) is best suitefor implementing the broker’s recommention. 复习个人IPS,long-term equity应该放TEA账户，和这里说long-term stock要放在taxable账户是矛盾的，怎么理解呢？

2024-07-14 22:48 3 · 回答

NO.PZ202212280100005202 问题如下 (2) Young cis toaccept the retirement offer. Having very low liquity nee, she wants to savepart of the retirement payout for unforeseen costs thmight occur more thaca in the future. The broker’s view on long-term stomarket prospects ispositive anrecommen aitionequity investment.termine whiof Young’s accounts (ecation, retirement,reallocatemoney market, or unexpectenee) is best suitefor implementing the broker’s recommention. 题目中不是说she wants to save part of the retirement payout for unforeseen costs thmight occur more tha ca in the future.说明这个unexpectenee账户也不要求很高的流动性啊，十来年才用得到的，所以我觉得这个账户也可以

2024-07-14 20:32 1 · 回答

NO.PZ202212280100005202 问题如下 (2) Young cis toaccept the retirement offer. Having very low liquity nee, she wants to savepart of the retirement payout for unforeseen costs thmight occur more thaca in the future. The broker’s view on long-term stomarket prospects ispositive anrecommen aitionequity investment.termine whiof Young’s accounts (ecation, retirement,reallocatemoney market, or unexpectenee) is best suitefor implementing the broker’s recommention. 还有第二问中的“reallocatemoney market account”中的reallocate怎么理解。是指把money market 卖掉了，买股票么？最怕题目中有一些看似不相关的表述，但细想就不太懂出题人表述的是什么意思

2024-01-10 04:11 1 · 回答

NO.PZ202212280100005202 问题如下 (2) Young cis toaccept the retirement offer. Having very low liquity nee, she wants to savepart of the retirement payout for unforeseen costs thmight occur more thaca in the future. The broker’s view on long-term stomarket prospects ispositive anrecommen aitionequity investment.termine whiof Young’s accounts (ecation, retirement,reallocatemoney market, or unexpectenee) is best suitefor implementing the broker’s recommention. 谢谢老师先！！！reallocate money market is best suitefor implement the broker's recommention. the money market account is a taxable account. the long-term equity investment will have a lower trate.the ecation account is not appropriate, because both of young's ughter are the age of ecation. the liquity nee is high.the retirement account anthe unexpectenee account are not appropriate. because young have alrea cito accept the retirement offer, the retirement account shoulcover yong's living expense. the unexpectenee account shoulprovi aquate liquity. so both of the retirement account anthe unexpectenee account are not appropriate.

2024-01-08 16:01 1 · 回答