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Investment Strategy Considerations Review Questions Copy

Posted on 12.29.20

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  1. Question 1 of 4
    1. Question

    Lifestyle and attitudes change as retirement approaches. This shift in perspective is a function of all of the following factors EXCEPT which one?

  2. Question 2 of 4
    2. Question

    When we look at the risk pyramid, the bottom represents investments with all of the following characteristics EXCEPT which one?

  3. Question 3 of 4
    3. Question

    Why are regular savings and checking accounts not the best choice for the bulk of an individual’s retirement savings?

  4. Question 4 of 4
    4. Question

    When analyzing where life insurance fits on the risk pyramid, which of the following statements is NOT true?

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