Alternative Investment Knowledge
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Alternative Investment Knowledge
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Question 1 of 10
1. Question
Do you diversify your investments?
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Question 2 of 10
2. Question
Do you balance your asset allocation?
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Question 3 of 10
3. Question
Do you have an objective for your investment?
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Question 4 of 10
4. Question
Could you differentiate the concepts of liquidity, income and growth?
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Question 5 of 10
5. Question
Are you aware of fees for buying, owning and selling various types of stocks, bonds, mutual funds and exchange-traded funds?
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Question 6 of 10
6. Question
Do you compare the fees for buying, owning and selling various types of investments when you are investing?
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Question 7 of 10
7. Question
Do you take advantage of retirement and health savings accounts?
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Question 8 of 10
8. Question
Do you understand the tax benefit on Roth IRAs and employer-sponsored retirement vehicles?
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Question 9 of 10
9. Question
Could you name some taxable, tax-deferred or tax-exempt investments?
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Question 10 of 10
10. Question
Do you know how to compare the advantages of taxable, tax-deferred and tax-advantaged investments?
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