The top three specialty areas in which high net worth individuals seek advice
include all of the following except
A)retirement planning.
B)tax planning.
C)estate planning.
D)investment planning.
~~> A) The top three specialty areas in which high net worth
individuals seek advice are t...
✓ ~~> C) The main diversified assets category, the largest portion of the
portfolio, is still relatively low risk; it can contain managed income
investments like dividend stocks, preferred stocks, own company stock
(unless risky), and managed global bonds. Mod 1
Concerning the wealth allocation framework, which one of the following
portfolio structures is best recommended for a risk averse high net worth
investor?
A)20% liquid assets/75% main diversified assets/5% risky assets
B)30% liquid assets/50% main diversified assets/20% risky assets
C)25% liquid assets/60% main diversified assets/15% risky assets
D)45% liquid assets/50% main diversified assets/5% risky assets
✓ ~~> D) In the wealth allocation framework, risky investments for a risk
averse high net worth investor are recommended to be only 5% to 10%
of the portfolio. A minimum of 20% of liquid assets is recommended for
the portfolio allocations of all risk levels. The main portfolio should be
only 40%-70% of total assets. Mod 1
In the wealth allocation framework, human capital is in which one of the
following portfolio "buckets"?
Master01 | September, 2024/2025 | Latest update
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