Contrast mutual fund ownership with direct investment in stocks and bonds. Assume that your class is going to debate the merits of investing through mutual funds versus investing directly in stocks and bonds. Develop some pro and con arguments for this debate, and be prepared to discuss them in class. If you had to choose a side, which one would it be? Explain.
Answer to relevant QuestionsUsing the mutual fund quotes in Exhibit 13.4, and assuming that you can buy these funds at their quoted NAVs, how much would you have to pay to buy each of the following funds?Artio Select Opportunities Fund, class A shares ...A year ago, the Alpine Growth Fund was being quoted at an NAV of $21.50 and an offer price of $23.35; today, it’s being quoted at $23.04 (NAV) and $25.04 (offer). Use the approximate yield formula or a handheld financial ...Discuss the relationship of retirement planning to financial planning. Do investment and tax planning have a role in retirement planning?Why is it important to evaluate and become familiar with the pension plans and retirement benefits offered by your employer?Use Worksheet 14.1 to help Bill and Shirley Hogan, who’d like to retire while they’re still relatively young—in about 20 years. Both have promising careers, and both make good money. As a result, they’re willing to ...
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