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Câu 26: AFP: Applied Financial Planning

Lex's client, Phillip, has signed an agreement to purchase his uncle's business when his uncle retires in five years for $210,000. Phillip has $175,000 today, how should Lex recommend Philip invest his money?

Nội dung câu hỏi

Lex's client, Phillip, has signed an agreement to purchase his uncle's business when his uncle retires in five years for $210,000. Phillip has $175,000 today, how should Lex recommend Philip invest his money?

Các lựa chọn

Đáp án được giữ gọn theo nhãn A, B, C, D trong phần bình chọn tương tác.

  1. A. Phillip should purchase a 5-year bond with a rate of 3.75%. — đáp án hiện tại
  2. B. Phillip should deposit the funds into a savings account which is currently paying 3.00% per year.
  3. C. Phillip should purchase an equity mutual fund which has had an average return of 6.00% a year for the past five years.
  4. D. Phillip should purchase a 5-year 3.50% annual GIC.

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