It has been over 25 years since Julia graduated with a major in aeronautical engineering, and she has been quite successful in her career as well as in managing her personal finances. She has moved up the career ladder, earns a high salary, has $50,000 in equity in her condo, and has an investment portfolio valued at $300,000 that includes $200,000 in retirement assets through her employer’s 401(k) plan. She wants to liquidate her $300,000 investment portfolio now invested in stocks, bonds, and gold and put everything into mutual funds. Julia is optimistic about the future of investing. After serious research, Julia has decided to invest $300,000 into ETFs and index mutual funds rather than actively managed funds. Offer your opinions about her thinking.
Answer to relevant Questions(a) In Table, note that there are two index funds based on the S&P 500 Index. Suggest a reason why Joshua should invest in one or the other, noting that the returns for the Vanguard 500 Index Fund slightly lagged the ...1. Summarize why foreclosures and illiquidity are disadvantages in real estate investing. 2. Comment on why real estate investors often have time-consuming management demands.(a) If the rent is $1000 a month, what is the rental yield?(b) If they sold the home, should they invest the proceeds into any alternative investments, such as gold?Victor and Maria Hernandez are thinking about selling her ...1. What are some negative impacts of taking early withdrawals from retirement accounts? 2. Name two types of penalty-free withdrawals from retirement accounts. 3. Summarize how long one's retirement money will last given ...(a) List four negative things that could happen if either Morgan or Joshua were to die without a will.(b) What would be the most important negative consequence of not having a will if both Morgan and Joshua were to die ...
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