Discuss the uses of Mutual Funds. a) Retirement Funding b) Education Funds for children c) Lifestyle Planning d) Estate Planning

Q: Why are more funds from property and casualty insurance companies than funds from life insurance…

A: Insurance is sharing the risk of the insured which may occur in the future due to some uncertain…

Q: a. The purchase of mutual fund shares. b. Depositing in a credit union. c. Borrowing from a friend…

A: Financial intermediaries buy from the borrowers direct claims with one set of features (e.g.…

Q: Identify how life insurance fund appears in the financial statements? a. The debit side of the…

A: Life Insurance Fund- It is a fund which helps the entity in making payment for its obligation which…

Q: be the process by which the financial markets would operate to transfer the funds from savers to the…

A: Step 1 A financial market is a medium in economics that allows people to buy, sell, create, and…

Q: Finance Which of the following companies would help to administer your will? a. RBC Capital Markets…

A: Trust are created which will help people to create will and administer the will after the death of…

Q: The following relates to different types of registered plans: Registered Retirement Income Fund…

A: Introduction:-A registered plan is one that is a registered retirement savings plan, registered…

Q: Why is the establishment of a credit shelter trust fund considered a good estate planning technique?

A: Credit Shelter Trust Fund is also known as Bypass Trust. Credit Shelter Trust Fund is created to…

Q: Mutual Fund Company and explain the services provide by them

A: Mutual funds acts as intermediary or mediators that invest the funds collected by various investors…

Q: ssume this individual's friend decides to pursue postsecondary education. What are two types of…

A: Loan is the loan means it is a burden upon the shoulders of the taker which has to repay the same to…

Q: E.) Is a contractual financial product sold by financial institutions that is designed to accept and…

A: Financial Institution: Financial institutions refers to the business that provides a marketplace for…

Q: What is a financial plan? A. A document containing a person's current money situatic monetary goals.…

A: Financial Plan: It's a step-by-step guidance for achieving one's lives financial goals. It helps in…

Q: IIS IS Lohrmann and his wife, Suzanne Lohrmann, are planning for retiremen want to compare the past…

A: In this we have to get five year return.

Q: What is the difference between a mutual fund and a mutual fund family?

A: Answer: Mutual funds are institutions interested in pooling small sums from different individuals…

Q: Which Mutual fund are normally promoted by registered representatives? a. Growth and income Mutual…

A: Answer A closed-end fund is a portfolio of pooled assets that recive a fixed amount of capital by an…

Q: mutual funds,

A: Mutual Funds: A mutual fund is a company that mobilizes the savings of various investors into…

Q: Which of the following is a source of detailed information for fund investments? A) Internet B)…

A: We’ll answer the first question since the exact one wasn’t specified. Please submit a new question…

Q: Using the proper name of the funds, what is the best fund to report the following: McNeese sends in…

A: Funds means accumulation of small money on a periodic basis for future uncertain liabilities. Funds…

Q: Define Book Building Offer and Alternative Book Building Offer for fund raising from the Capital…

A: Book Building and Alternative Book Building are the different methods of making a public issue. A…

Q: t are the roles or purposes of the following: • Mutual Funds • Pension Funds • Other financial…

A: Role of mutual fund, Pension funds and other financial institution is very important.

Q: When choosing a mutual fund, one of the most important things to consider is your investment…

A: Note  As per Bartleby guidelines,If a question with multiple sub-parts are posted,  first 3…

Q: A private college’s plant funds group includes which of the following subgroups? (1) Renewals and…

A:

Q: Managed funds are often categorised by the type of investments purchased by the fund. These include…

A: An investment is an asset or item purchased for the purpose of generating an increase in income or…

Q: obtain funds by issuing securities and then lend the funds to individuals and small businesses.…

A: Funds are the basic need to run any type of business. Different companies used the funds in…

Q: A mutual fund prospectus provides: (select all that apply)   Question 3 options:   a description…

A: Mutual fund is the financial vehicle which pools in the money form various investors and invest…

Q: You set up a registered retirement savings plan (RRSP) through a financial institution such as a…

A: Information given in the question : You set up a registered retirement savings plan (RRSP) through…

Q: Which of the below is not a form of retirement savings plans Group of answer choices Exchange…

A: Retirement savings plan are plan generally for retirement planning.

Q: A Voluntary Health & Welfare NFP would include which of the following financial statements in its…

A: FASB 117 describes the FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ORGANIZATIONS

Q: A fee charged by some mutual funds to new investors is the: Group of answer choices   -management…

A: Please see the next step for the answer

Q: Discuss several mutual fund characteristics that will indicate that the fund is actively managed.

A: Followings are the characteristics of fund which is actively managed.

Q: ses of the following: • Commercial Banks • Insurance Companies • Pension Fu

A: Commercial banks provide basic financial facilities to public such as accepting deposits, granting…

Q: are typically more willing to engage in lending than Select one: O a. Fixed-fund associations;…

A: The primary objective of the organizations given in the options are lending and saving for the…

Q: To assist users better comprehend "Transfers in" to the General Fund, describe the types of note…

A: The following is an answer based on government accounting: A general fund is a kind of leading fund…

Q: 5. Evaluation of the financial plan on a regular basis to see if it effectively meets the…

A: “Hi There, Thanks for posting the questions. As per our Q&A guidelines, must be answered only…

Q: Differentiate mutual funds from unit investment trust fund.

A: Funds refer to the pool of money which is kept aside for some specific purpose. This pool of money…

Q: Which of the following statements BEST describes investors of retail or wholesale managed funds? A)…

A: Managed funds: An investment vehicle where the group individual makes investments on their money by…

Q: What kinds of expenses do mutual funds incur? How are expense ratios calculated?

A: Mutual funds are referred to as the investment vehicle which provides access to investors to…

Q: Calculate Sharpe's measure of performance for Wildcat Fund.  b) Calculate Treynor's measure of…

A: Sharpe ratio = (Rp-Rf)/SDp   where Rp = Return of Portfolio Rf = Risk free rate SDp = Standard…

Q: mutual

A: Mutual funds are funds that are collected from pool of investors in order to make investments in…

Q: mutual funds and mutual savings banks

A: The main aim of mutual funds and mutual savings banks is to is mobilize the savings of small and…

Q: For each of the following categories of information required for a comprehensive financial plan,…

A: Financial Planning It is must obligatory of the individual a well-equipped financial planning is…

Q: The following relates to different types of registered plans: Registered Retirement Income Fund…

A: A tax-free savings account (TFSA) is a Canadian account in which all income received like interest…