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From “ Do Your Go-Getter Clients Need An Outlet ? Try Philanthropy ,” page 30 1 . Why do entrepreneurs make good philanthropists ? A . They might see causes other people have missed . B . They are likely good at seeing disrupting factors . C . They have professional connections . d . All of the above
2 . What are ways to see grants working ? A . When they lead to legislation B . When the causes get into the news C . Both A and B d . Neither A nor B
From “ Was The ‘ Great Retirement ’ Merely The ‘ Great Pause ’?,” page 51 3 . In a Momentive survey this past winter , only ___ of adults said their finances were better off than a year ago . A . 10 % B . 17 % C . 21 % d . 25 %
4 . The personal savings rate has been steadily declining , to around ____ 6.5 % this past winter . A . 6.5 % B . 10 % C . 25 % d . 30 %
From “ An All-Cap Solution For A Shifting Market ,” page 53
5 . In March 2021 , the T . Rowe Price All-Cap Opportunities Fund switched its benchmark to the ______. A . Russell 1000 growth Index B . S & P 500 C . Russell 3000 d . Russell 2000
6 . White removed from the All-Cap Opportunities Fund positions in ______________ . A . Chubb
C . Charles Schwab B . O ’ Reilly Automotive d . Meta ( Facebook )
From “ 5 Red Flags Of An Unfair Prenuptial Agreement ,” page 56 7 . A couple must be transparent about each other ’ s ______.
A . Assets C . Income
B . liabilities d . All of the above
8 . Good prenuptial agreements _____. A . Are often lopsided in favor of one party B . don ’ t require you to understand your partner ’ s finances C . give you a fixed amount of money d . Remind you that you ’ re entering a business partnership
From “ White-Knuckling the Bond Market ?,” page 58
9 . Michael Dow of Beacon Pointe says when it comes to bonds , the firm ’ s new advice is to ____. A . Stay risk neutral and focus on intermediates B . Use TIPS C . Add inflation hedges like real estate d . None of the above
10 . Dmytryszyn says _____ is the worst time to be an asset allocator or investor . A . A recession B . A market correction C . The late cycle d . A market crash
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Financial Advisor ( ISSN 1545-0163 , USPS 021-488 ) is published monthly by Charter Financial Publishing Network Inc ., 499 Broad Street , Shrewsbury , NJ 07702 . Tel : 732-450-8866 . 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 2022 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 . May 2022 Financial Advisor ( Volume 23 , Number 4 )
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