Most favorable mix of stocks-bonds and other securities

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Reference no: EM132177647

1. Discuss why investors do not know if their Investment strategy is optimal or has most favorable mix of stocks, bonds and other securities.

2. Discuss why investors do not know their investment vehicle (e.g. 401K, 403b, 457 plan, etc.) annual rate (say for the past five years) of return.

3. Discuss why investors do not know their income should be maximized (e.g. B.S. Degree, Licensed Enrolled Agent, MBA, CPA, etc.) so they will receive maximum Social Security benefits.

4. Discuss the most effective method of financially (not emotionally) caring for investors, aging parents.

5. Discuss why a new automobile (i.e. Mercedes, Lexus, etc.) which depreciates in value, upon driving off a dealers’ lot, is valued more by investors than 500 shares of Alibaba, Google, or Microsoft Common Stock.

6. Discuss methods and options available to balance a rising career or professional life and finances.

7. With so much of your money in your Portfolio being tax deferred, discuss the pros and cons of taxes impacting your withdrawals upon retirement.

8. Discuss the pros and cons of dying without leaving a will. Discuss “Prince’s” recent death, and his $300 million dollar estate having been thrown into, not criminal, district or circuit court, but probate court, because he did not leave a will. Discuss how he has been long forgotten about; and how his son (reportedly a career criminal) stands poised to claim the entire estate. Discuss “Prince’s” dilemma in the context of your own life and estate.

9. Discuss the pros and cons of giving some of your Portfolio money to your married children, and within a few weeks, you spotted your mother-in-law driving a new Lexus.

10. Research the term “Living Trust” and then Discuss the pros and cons of a “Living Trust.”

Reference no: EM132177647

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