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Level Three: Intermediate Investing
Level Three: Intermediate Investing
Level Three: Wealth Planning and Investing
Difficulty Level: Moderate
An individual who acts counter to popular opinion when purchasing equities is _____
Risk-averse
Contrarian
A market timer
A and B above
529 Plans are:
Saving plans for education
State-sponsored
Tax-free if earnings are used for college expenses
All of the above
Fees a fund pays from its assets to cover costs of marketing and selling fund shares.
Premiums
Commissions
Fund manager stipend
12b-1 fees
An index fund is an example of _____
Passive Management
Active Management
Market timing
None of the above
The recipient of annuity distributions is called the _____
Determinant
Donor
Annuitant
None of the above
Answers
b
d
d
a
c