Albreit Doghut, a portfolio manager of the Danielson Financial Group meets with Kristina Teqward, a client, to discuss investments objectives and constraints to be reflected in an Investment Policy statement. Albreit Doghut established that Kristina Teqward: pursues a long, comfortable retirement where she seeks to have little compromise in her lifestyle or concerns regarding her financial future plans to retire from her job in 10 years, after which this portfolio will be her primary source of income given that annual pension is expected to be relatively low. all capital gains are taxed at 20% and ordinary income - at 30%. To complete the assessment of investment constraints, Albreit Doghut still needs to inquire about Kristina Teqward's: Select one or more: tax concerns unique needs time horizon liquidity needs
Albreit Doghut, a portfolio manager of the Danielson Financial Group meets with Kristina Teqward, a client, to discuss investments objectives and constraints to be reflected in an Investment Policy statement. Albreit Doghut established that Kristina Teqward: pursues a long, comfortable retirement where she seeks to have little compromise in her lifestyle or concerns regarding her financial future plans to retire from her job in 10 years, after which this portfolio will be her primary source of income given that annual pension is expected to be relatively low. all capital gains are taxed at 20% and ordinary income - at 30%. To complete the assessment of investment constraints, Albreit Doghut still needs to inquire about Kristina Teqward's: Select one or more: tax concerns unique needs time horizon liquidity needs
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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27)
Albreit Doghut, a
Albreit Doghut established that Kristina Teqward:
- pursues a long, comfortable retirement where she seeks to have little compromise in her lifestyle or concerns regarding her financial future
- plans to retire from her job in 10 years, after which this portfolio will be her primary source of income given that annual pension is expected to be relatively low.
- all
capital gains are taxed at 20% and ordinary income - at 30%.
To complete the assessment of investment constraints, Albreit Doghut still needs to inquire about Kristina Teqward's:
Select one or more:
tax concerns
unique needs
time horizon
liquidity needs
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