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From “ Vanguard Looks At Market Timing And Sees A Terrible Idea ,” pg . 11 1 . What are the chances that next quarter will have positive returns , regardless of whether the current quarter does ? A . 60 % to 80 % C . 50 % B . 50 % to 60 % D . 45 % to 55 %
2 . According to the article , drops in the market also include _____. A . Decreased earnings
C . Increased volatility B . Non-correlated interest rates D . Stagnant inflows
From “ The Business Of Financial Wellness 2.0 ,” pg . 32
3 . What are the common definitions of “ financial wellness ”? A . Financial literacy C . Peace of mind B . Health
D . All of the above
4 . What is the finding of the client “ trust barometer ” noted in the article ? A . Clients trust advisors more than family members . B . Clients trust annuities more than stocks . C . Clients trust employers about issues of retirement and finance . D . Clients trust themselves more than advisors .
From “ Navigating Secondary Private Equity Funds ,” pg . 36 5 . Secondary funds return distributions on capital faster because _____.
A . They typically invest in primary funds that are five years into their partnerships .
B . The selling L . P . s return a percentage of the sale in cash to the secondary fund .
C . A primary fund G . P . will prioritize the secondary fund as a new investor .
D . Secondary funds do not return distributions on capital faster .
6 . For each of the last three years , investments in secondary funds have passed _____. A . $ 250 billion C . $ 175 billion B . $ 100 billion D . $ 150 billion
From “ Commodity ETFs : Look Before Leaping ,” pg . 38
7 . John Love , the CEO at USCF Investments , says broad commodities have a high correlation to _____. A . Real estate B . Emerging market stocks C . Bonds D . Inflation
8 . The top 20 commodity funds by assets under management vacuumed in almost ____ in April , according to Bloomberg Intelligence . A . $ 20 million C . $ 200 million B . $ 100 million D . $ 1 billion
From “ Creating Realistic Retirement Budgets ,” pg . 49
9 . When it comes to retirement budgeting , many experts say that clients tend to ____. A . Overestimate their expenses B . Underestimate their expenses C . Accurately estimate their expenses D . Refuse to estimate their expenses
10 . On retirement income , most clients expect which one of the following ? A . Steady returns on their investments B . Rising returns on their investments C . Declining returns on their investments D . Volatility in their investments
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Financial Advisor ( ISSN 1545-0163 , USPS 021-488 ) is published monthly by Charter Financial Publishing Network Inc ., 149 Avenue at the Common , Shrewsbury , NJ 07702 . Periodicals postage paid at Red Bank , NJ and additional mailing offices . Subscription Rates : $ 79 per year . Postmaster : Send all address changes to Charter Financial Publishing Network Inc ., P . O . Box 7550 , Shrewsbury , NJ 07702 . Copyright 2024 by Charter Financial Publishing Network Inc . Reproduction , photocopying or incorporation into any information-retrieval system for external or internal use is prohibited unless permission is obtained beforehand from the publisher in each case for a specific article . The subscription fee entitles the subscriber to one original copy only . Unauthorized copying is considered theft . June 2024 Financial Advisor ( Volume 25 , Number 5 )
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