Questions from Personal Finance

Q: Given the following information: / Find the

Given the following information: Find the return on the whole life insurance policy when the cost of term is included. Which would you select if you can invest the difference between the term and wh...

Q: What is the difference between a load and a no-load

What is the difference between a load and a no-load fund?

Q: How does a separate account differ from a mutual fund?

How does a separate account differ from a mutual fund?

Q: Fred compared smaller-company fund returns against the Dow Jones Industrial

Fred compared smaller-company fund returns against the Dow Jones Industrial Average. Is that advisable? Explain.

Q: Why are bond maturity dates important?

Why are bond maturity dates important?

Q: What is the significance of bond ratings?

What is the significance of bond ratings?

Q: Distinguish between technical analysis and fundamental analysis.

Distinguish between technical analysis and fundamental analysis.

Q: Why perform a retirement needs analysis?

Why perform a retirement needs analysis?

Q: What factors would cause one to increase the withdrawal rate?

What factors would cause one to increase the withdrawal rate?

Q: What factors would cause one to decrease the withdrawal rate?

What factors would cause one to decrease the withdrawal rate?