Evaluate Client Objectives
Series 65 · Flashcards · Application
SERIES 65 · FLASHCARDS
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QUESTION
Which portfolio stance is most appropriate for a client needing a house down payment in
18
18
18
months?
QUESTION
Identify the most appropriate time horizon label for a goal due in
2
2
2
years.
QUESTION
Identify the most appropriate time horizon label for a goal due in
15
15
15
years.
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ANSWER
Long-term. Extended timelines allow compounding and recovery from market fluctuations.
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