Calculate the total dollar retirement needs at the point of the couples' retirement.

Calculate the value of the pension fund at the point of the couples' retirement.

Construct a table that projects the net cash flows for the next twenty five years and estimate the return requirement for the couples' investment portfolio.

Discuss the time horizon and liquidity components of the couples' investment policy statement and, hence, evaluate their risk tolerance.

The couple is considering choosing one of the following three portfolios: Portfolio A: 10% money-market; 70% stocks; 20% bonds Portfolio B: 20% money-market; 40% stocks; 40% bonds Portfolio C: 10% money market; 30% stocks; 60% bonds Recommend the portfolio that is best suited to their needs

Answer rating: 100% (QA)

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