From our Morningstar discussion last Thursday a balanced fund balances stocks

From our morningstar discussion last thursday a

This preview shows page 4 - 5 out of 5 pages.

21. From our Morningstar discussion last Thursday, a balanced fund balances stocks and bonds.22. From our WSJ readings, quantitative easing occurs when the Fed buys bonds to increase money supply.23. Index funds generally have higher management fees than ETFs.24. From the Morningstar historical numbers, corporate bonds have had a higher return than government bonds.25. Based on reward to risk, the mid cap fund in problem19 is less diversified than the large cap.26. Hedge funds are more heavily regulated than index funds.27. Stocks perform better during inflationary periods.28. ETFs are less tax efficient than index funds.29. 401K plans are tax-deferred.30. If you have net stocks losses of $7000 this year and use the maximum deduction this year, the amount you would be able to carry over to next year is $3000.Version 1-3 A A A A B B
B B A B

  • Left Quote Icon

    Student Picture

  • Left Quote Icon

    Student Picture

  • Left Quote Icon

    Student Picture