1. In view of Eileen’s long-term investment goals, do you think mutual funds or ETFs are the more appropriate investment vehicle for her?
2. Do you think that she should use her $15,000 savings to start a mutual fund or an ETF investment program?
3. What type of mutual fund or ETF investment program would you set up for Eileen? In your answer, discuss the types of funds you’d consider, the investment objectives you’d set, and any investment services (such as withdrawal plans) you’d seek. Would taxes be an important consideration in your investment advice? Explain.
4. Do you think some type of real estate investment would make sense for Eileen? If so, what type would you suggest? Explain.

  • CreatedFebruary 13, 2015
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