Given Brad’s lack of knowledge of investing and his limited time to learn or do research, what might be the best option for Brad to pursue and still get the benefit of the potential growth in the technology sector?
Answer to relevant QuestionsWhat factors will influence Brad’s asset allocation? Based on these factors, what might be a suitable sample portfolio for Brad? Discuss profit sharing and employee stock ownership plans (ESOPs). When estimating the future value of a set of annual investments, what factors will affect the amount of funds available to you at retirement? Discuss the general characteristics of a 401(k) plan. What is a 403(b) plan? Thomas earns $ 45,000 per year. What retirement plan should Thomas consider under the following circumstances? a. He works for a large private firm. b. He works at a university. c. He owns a small firm with employees.
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