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Questions and Answers of Personal Finance

What is the purpose of the allowance for the survivor benefit?
Who is eligible for the allowance benefit? What is the purpose of the allowance benefit?
Who may qualify for a Guaranteed Income Supplement (GIS)?
What is an OAS clawback?
In order to receive a full OAS benefit, how long must you have lived in Canada after turning age 18? What is the minimum number of years that you must have lived in Canada after turning age 18 in
Does your benefit increase if you defer your OAS pension? Explain.
What are the qualifying criteria for Old Age Security (OAS)? At what age do you become eligible to receive OAS retirement benefits?
What two programs can be thought of as the foundation of retirement planning?
1. Comment on each of the following elements of Brad’s plan:a. Level of diversificationb. View on bonds and not including them in his portfolioc. View on mutual funds and/or ETFs, and not
Rick recently received $15000 for the movie rights to his new book. He has always been interested in investing, but until now lacked sufficient resources. Rick has followed several telecommunications
Match the following types of mutual funds to the appropriate investments that would be found in each portfolio. 1) Growth funds a) Stocks of foreign companies 2) Canadian bond funds b) Stocks of
a. Discuss the ethics of this practice.b. As a consequence of this practice, what is the impact on the MER over the long term? Discuss fully.To obtain more business, mutual fund companies have made
Tamara purchased 500 shares of an international equity mutual fund at $9.00 per share. During the past year, the mutual fund paid dividends of $0.88 per share and had a capital gains distribution of
Rena purchased 200 shares of an equity mutual fund. During the year she received $3 per share in dividend distributions, $2 per share in capital gain distributions, and capital gains of $1100 when
Almost three years ago, Forrest purchased shares in Numera Canadian Equity Fund, a back-end load mutual fund. Forrest’s investment is currently worth $34 400. He has decided that he would like to
The market value of securities and the current liabilities for a mutual fund are $483 450 000 and $18 070 900, respectively. What is the net asset value per share (NAVPS) for this mutual fund if
Describe the three unique features of segregated funds relative to mutual funds.
List the similarities and differences between ETFs and mutual funds.
What nine categories of information are covered in a Fund Facts document?
What is a Fund Facts document? How soon must a Fund Facts document be provided to an investor who has invested in a mutual fund?
What three things should an investor determine before choosing mutual fund investments?
Describe the trade-off between the expected return and risk of bond funds.
What is default risk? What types of bond funds are the most sensitive to default risk?
What is interest rate risk? What type of bond is the most sensitive to interest rate risk?
Describe the trade-off between the expected return and risk of equity funds.
Is an equity mutual fund’s past performance necessarily an indicator of future performance?
How do you calculate the capital gain from redeeming shares?
List the four ways in which a mutual fund can generate returns for investors. In what two ways can these distributions be given to investors?
What are the different maturity classifications for bond mutual funds?
What is exchange rate risk? How does it impact the value of a global bond fund for a Canadian investor?
What are global bond funds?
What is an index bond fund? What types of indices are tracked by an index bond fund?
Why may a high-yield bond fund offer a higher than expected?
Describe the types of investments that may be held in a Canadian bond fund.
Define and describe international funds. What is the difference between a global fund and an international fund?
Explain how index funds can also offer tax advantages.
What is tracking error? What does a relatively high tracking error suggest?
What are index funds? Why has their popularity increased?
Define and describe sector funds.
Differentiate among growth, small-cap, mid-cap, dividend, and balanced growth and income funds.
List and describe the components of the MER.
What is the management expense ratio (MER)? How is it calculated?
Define and differentiate among no-load, front-end load, and back-end load mutual funds. What is a declining redemption schedule?
What is net asset value (NAV)? What is the formula for net asset value per share (NAVPS)?
What is liquidity? What is the difference between marketability and liquidity?
In addition to diversification, economies of scale, and marketability, list and describe three other advantages of mutual funds.
What is a money market fund? How is it different from equity, bond, and balanced mutual funds?
Define and differentiate among equity, bond, and balanced mutual funds.
List and describe the benefits of pooled investment funds? What is marketability?
What is a pooled investment fund? Provide some examples of the types of pooled investment funds.
While waiting for a plane recently you had the opportunity to meet Marcel, a recent college graduate. Once Marcel heard that you knew something about investing, he immediately began to ask you
About six months ago, Jennie inherited a portfolio that included a number of bonds. Jennie knows very little about investing in general, and practically nothing about bonds specifically. She put
A $10 000 bond was cleared in four years by setting up a sinking fund that was earning 5.5 percent compounded semi-annually. If deposits were made to the fund at the end of every six months,
A municipality required immediate funding so they issued a $500 000 bond paying a 4 percent semiannual coupon. When the yield was 3.5 percent compounded semi-annually, the bond had seven years left
A company purchased $200 000 in bonds that were issued by another company. The bonds were paying an 8 percent coupon rate, payable semi-annually, and the bond matured in 10 years. Five years after
Brady purchased a $25,000, 10.5 percent bond redeemable at par with semi-annual coupon payments. He purchased the bond 10 years before maturity to yield 12 percent compounded semi-annually. Six years
Timothy has an opportunity to buy a $1000 par value municipal bond with a coupon rate of 7 percent and a maturity of five years. The bond pays interest quarterly. If Timothy requires a return of 8
Delia purchases a $10 000 real return bond that has a coupon rate of 4.25 percent with interest payable semi-annually. If inflation increases by 1.5 percent in the next six months, what is the effect
Fran is evaluating ATT Ltd. Bonds using the following information: $25 000 par value, maturity Dec 22, 2023, semi-annual coupon 7.75 percent, price $105.50, and yield 7.4 percent. How much interest
What is call risk? What additional features are associated with a bond that is exposed to call risk?
List the main sources of risk for a bond.
Describe how a real return bond protects an investor against inflation risk.
What is a real return bond?
Why is it important to consider taxes when purchasing a strip bond?
What are strip bonds? Are strip bonds sold at a premium or a discount to their maturity value? Explain.
Define and describe mortgage-backed securities.
Define and describe a Canada Savings Bond (CSB). What is the difference between a CSB and a Canada Premium Bond?
Define and differentiate between banker’s acceptances (BAs) and commercial paper.
Define and describe T-bills.
What are high-yield bonds? Why would investors purchase high-yield bonds?
What are corporate bonds? Do all corporate bonds offer the same default risk? Explain.
Define and describe municipal bonds.
What are federal Crown corporation bonds? Which major Crown corporations issue these types of bonds? What are the characteristics of federal Crown corporation bonds?
What are Government of Canada bonds? What are the characteristics of Government of Canada bonds?
Define and describe the market segmentation theory.
Define and describe the pure expectations theory.
Define and describe the liquidity preference theory
What is the term structure of interest rates? What does the yield curve tell us about the market’s sentiment regarding interest rates?
Describe the relationship between a bond’s yield to maturity and the price paid for a bond.
Define and describe the put feature on a bond.
Define and describe an extendable bond.
Define and describe a convertible bond.
What is a sinking fund? What is the main difference between a sinking fund and a call feature?
Define and describe the call feature on a bond.
What are the two ways in which you can earn a return from a bond?
What is a bond’s term to maturity?
What does the coupon interest rate represent? How frequently is a coupon payment normally made?
What is par value? Describe how a bond’s market price is determined based on its par value.
Define and differentiate between a bond and a debenture.
Use the daily stock quotation below to answer the following questions.ABC Ltd. recently paid a dividend of $1.70 per share. What is the current dividend yield for ABC Ltd. (ABC) based on the
You are given the following balance sheet and income statement information for Ultra Corporation:What is the purpose of Ultra Corporation’s balance sheet and income statement? Use the information
a. Discuss the ethical issues of the broker’s recommending the same four stocks to Nick, his father, and his grandfather. b. Why might these four stocks be a good investment for Nick, but not
Paula is considering buying stock on margin. She wants to buy $50 000 in stock; she will put 30 percent down and borrow the remaining $35 000 at 12 percent interest.a. If Paula’s investment goes up
The Wildcat Corporation recently announced that its year end estimated earnings per share next year will be $3.25. Wildcat stock is currently selling for $43 per share. a. What is the P/E ratio
Explain how the results in Problem 6 would be different if Rebecca had placed a limit order of $33.
What is an efficient stock market? What is an inefficient stock market?
What is the price–earnings (P/E) method? What does a high P/E ratio suggest about a firm? What are the limitations of using the P/E method?
What is the dividend discount model (DDM) method? When is it best to use this method? What are the limitations of the DDM method?
What is a relative valuation model?
What is an intrinsic valuation model? What is the underlying premise of this model?

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