Should the Sampsons invest their savings in mutual funds? Why or why not?
Answer to relevant QuestionsWhat types of mutual funds should the Sampsons consider, given their investment objective? Discuss the role that your stage in life plays in the asset allocation decision. What are real estate investment trusts (REITs)? How are they classified? What are some attractive characteristics of REITs? How can REITs help diversify a portfolio? Advise the Sampsons regarding the soundness of their tentative decision to invest all of their children’s college education money in a biotechnology mutual fund. How does Social Security fit into retirement planning? How does an individual qualify for Social Security benefits? When do you receive benefits?
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