Questions from General Investment

Q: Several months ago, Deb Forrester received a substantial sum of money

Several months ago, Deb Forrester received a substantial sum of money from the estate of her late aunt. Deb initially placed the money in a savings account because she was not sure what to do with it....

Q: Max and Veronica Shuman, along with their teenage sons Terry and

Max and Veronica Shuman, along with their teenage sons Terry and Thomas, live in Portland, Oregon. Max is a sales rep for a major medical firm, and Veronica is a personnel officer at a local bank. Tog...

Q: It’s probably safe to say that there’s nothing more important in determining

It’s probably safe to say that there’s nothing more important in determining a bond’s rating than the underlying financial condition and operating...

Q: Dave and Marlene Carter live in the Boston area, where Dave

Dave and Marlene Carter live in the Boston area, where Dave has a successful orthodontics practice. Dave and Marlene have built up a sizable investment portfolio and have always had a major portion of...

Q: Grace Hesketh is the owner of an extremely successful dress boutique in

Grace Hesketh is the owner of an extremely successful dress boutique in downtown Chicago. Although high fashion is Grace’s first love, she’s also interested in investments, particularly bonds and othe...

Q: The Reverend Mark Thomas is a minister in San Diego. He

The Reverend Mark Thomas is a minister in San Diego. He is married, has one young child, and earns a modest income. Because religious organizations are not notorious for their generous retirement prog...

Q: Calvin Jacobs is a widower who recently retired after a long career

Calvin Jacobs is a widower who recently retired after a long career with a major Midwestern manufacturer. Beginning as a skilled craftsman, he worked his way up to the level of shop supervisor over 30...

Q: Mary and Nick Stalcheck have an investment portfolio containing four investments.

Mary and Nick Stalcheck have an investment portfolio containing four investments. It was developed to provide them with a balance between current income and capital appreciation. Rather than acquire m...

Q: Charles Spurge, a mathematician with Ansco Petroleum Company, wishes to

Charles Spurge, a mathematician with Ansco Petroleum Company, wishes to develop a rational basis for timing his portfolio transactions. He currently holds a security portfolio with a market value of n...

Q: Hector Francisco is a successful businessman in Atlanta. The box-

Hector Francisco is a successful businessman in Atlanta. The box-manufacturing firm he and his wife, Judy, founded several years ago has prospered. Because he is self-employed, Hector is building his...