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From “ What Would A Charity Do With A Quarter Horse ?” page 29 1 . ____________ funds help philanthropists turn noncash assets into charitable donations . a . trust b . donor-advised c . foundation d . charitable
2 . At Vanguard Charitable , the average grant is up ___% to $_____. |
a . 2 %, $ 5,000 |
c . 7 %, $ 25,000 |
b . 6 %, $ 11,000 |
d . 10 %, $ 35,000 |
From “ Alternatives To The 60 / 40 Portfolio ,” page 38
3 . Following the lead of many institutions , the wealth management community began to focus on the 60 / 40 portfolio as a market proxy in _______. a . 2009 b . the 1990s c . 2020 d . the last 10 years
4 . Because of the interconnectivity of the global markets , _____ have / has risen over the last couple of decades . a . correlations c . private debt b . Yields d . none of the above
From “ Finding Hidden Value In Emerging Markets ,” page 47
5 . One of the key metrics Paul Espinosa and his team focus on when picking stocks for the Seafarer Overseas Value Fund is _____. a . price-to-earnings multiples b . the spread between the company ’ s return on equity and cost of equity c . growth factors d . none of the above
6 . How does Espinosa define a company ’ s “ resilience ”? a . its high net cash b . its breakup value c . its ability to prolong its growth and income stage d . none of the above
From “ New Environs For Long-Term-Care Insurance ,” page 50
7 . What ’ s changed in the long-term-care insurance market ? a . there are fewer providers of stand-alone coverage , but more options . b . there are more providers of stand-alone ltc insurance than ever before . c . carriers have dropped out , and there are fewer solutions available . d . there are no more stand-alone ltc insurance providers , but there are more alternative types of coverage .
8 . Recent stock market volatility has affected the long-term-care insurance market by ____. a . scaring more people into looking at ltc insurance . b . scaring more people away from ltc insurance . c . convincing more people they could cover ltc expenses on their own . d . making people tighten their belts and reduce all insurance expenditures .
From “ Answering Roth Conversion Questions In A Down Market ,” page 55 9 . What are the short- and long-term benefits of Roth conversions ? a . investors don ’ t pay taxes on future withdrawals . b . there are no minimum required distributions ( rmds ) as there are for traditional iras and 401 ( k ) s . c . roth ira assets can pass tax-free to heirs . d . all the above .
10 . __________ is the practice of choosing what investments to place in what accounts based on the tax treatment of the accounts . a . voluntary ira withdrawal c . roth conversion b . asset location d . estate planning
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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 . september 2022 Financial Advisor ( volume 23 , number 7 )
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