Questions from Personal Finance


Q: How important is general market in affecting the price performance of mutual

How important is general market in affecting the price performance of mutual funds?

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Q: Define and briefly discuss the role of each of these factors in

Define and briefly discuss the role of each of these factors in evaluating a proposed real estate investment: a. Cash flow and taxes b. Appreciation in value c. Use of leverage

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Q: Why is speculating in raw land considered a high-risk venture

Why is speculating in raw land considered a high-risk venture?

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Q: Describe the major categories of income property, and explain the advantages

Describe the major categories of income property, and explain the advantages and disadvantages of investing in income property. How can a single-family home be used to generate income?

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Q: Describe how the following securities allow investors to participate in the real

Describe how the following securities allow investors to participate in the real estate market. a. Stock in real estate–related companies b. Real estate limited partnerships (LPs) or limited liabilit...

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Q: Russ Alonzo is 42 years old, single, and works as

Russ Alonzo is 42 years old, single, and works as a designer for a major architectural firm. He is well paid and over time has built up a sizable portfolio of investments. He considers himself an aggr...

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Q: Briefly describe the basic structure and investment considerations associated with a REIT

Briefly describe the basic structure and investment considerations associated with a REIT. What are the three basic types of REITs?

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Q: What’s the difference between an open-end mutual fund and an

What’s the difference between an open-end mutual fund and an ETF?

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Q: What types of ETFs are available to investors?

What types of ETFs are available to investors?

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Q: What’s the difference between a load fund and a no-load

What’s the difference between a load fund and a no-load fund?

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