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Advisor Perspectives September 2nd Quiz

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Which combination of investing in stocks and bonds based on the administration's party affiliation has had the highest return since 1949?

Invest in equities while Democrats in office, bonds when Republican in office

Invest in bonds while Democrats in office, stocks when Republican in office

Invest equally in stocks and bonds over time

Invest only in bonds over the time period, regardless of administration's political affiliation

How is the actuarial approach to retirement so effective?

It automatically handles non-linear payment and expense streams

Does not reserve for expected non-recurring expenses

Does not advise on how to adjust spending budget each year

Uses future values of income streams

What is one step in the financial planning process for retirees using an actuarial approach?

Compare total present value of client's assets with total actuarial reserves

Estimate client's current expenses

Calculate current budget

Calculate future actuarial reserves

What does Larry Siegel consider the most important equation in the world?

Bayes’ theorem

Future value equation

Energy equation

Propositional logic

What prices are likely to rise as a result of a weaker dollar?

Commodities

Bonds

Exports

US tourist attractions

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