You are evaluating a new client in order to determine an appropriate asset mix for her investments. Your client is 45, single, with no children and no expectation of ever having any. She has been investing extensively in a wide range of investment products, and is quite comfortable with risk. Her goal is to retire at 55, and then to travel extensively. She has no wish to leave an estate. What is the most appropriate asset mix for her? 

a) Cash 10% / Fixed Income 40%/Equities 50%. 

b) Cash 20%/Fixed Income 70%/Equities 10%. 

c) Cash 5%/Fixed Income 25% /Equities 70%. Cash 5%/Fixed Income 75%/Equities 20%. 

d) None of these.

Answer rating: 100% (QA)

Choosing an appropriate asset mix depends on a variety of factors including a clients risk tolerance ... View the full answer