Questions from General Investment

Q: Describe how the market prices high-grade preferred stocks. What

Describe how the market prices high-grade preferred stocks. What role does dividend yield play in the valuation of preferred stocks? Could you use the zero-growth dividend valuation model to value a p...

Q: Discuss why the dividend yield is critical in evaluating the investment merits

Discuss why the dividend yield is critical in evaluating the investment merits of high grade preferred stocks during periods when market yields are expected to decline.

Q: Identify several investment uses of preferred stocks. Would preferreds be suitable

Identify several investment uses of preferred stocks. Would preferreds be suitable for both conservative and aggressive investors? Explain.

Q: What is tax planning? Describe the current tax rate structure,

What is tax planning? Describe the current tax rate structure, and explain why it is considered progressive.

Q: In 2007, Amazon reported total revenue of $14.8

In 2007, Amazon reported total revenue of $14.8 billion. Ten years later it generated $177.9 billion in revenue. What was the compound annual growth rate in revenue from 2007 to 2017?

Q: Describe and compare the key features of the following types of educational

Describe and compare the key features of the following types of educational savings plans. a. Coverdell Education Savings Account (ESA) b. Section 529 College Plan

Q: What are guaranteed investment contracts (GICs), and what role do

What are guaranteed investment contracts (GICs), and what role do they play in 401(k) plans? What investment vehicles might be suitable for funding a Keogh or IRA?

Q: Briefly describe each of the following strategies that trade current income for

Briefly describe each of the following strategies that trade current income for capital gains income. a. Growth stocks b. Deep-discount bonds c. Income property depreciation

Q: Describe how a tax swap can be used to reduce or eliminate

Describe how a tax swap can be used to reduce or eliminate a tax liability without significantly altering the composition of one’s portfolio.

Q: Define an annuity, explain the role it might play in an

Define an annuity, explain the role it might play in an investment portfolio, and differentiate between a. single-premium and installment annuities. b. immediate and deferred annuities. c. fixed and v...