Briefly explain some of the investment choices available

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John and Joan Smith are a typical, middle-aged couple. They are contemplating their retirement and realized that there are many moving parts to their personal finances. They had cash savings accounts all over the place and have adequate insurance coverage. They wanted a professional to review their existing investment portfolio and provide them with some new investment options. However, they were unsure what is available out there, except for property investments. After doing some internet research and talking to friends, the Smiths decide to enlist the help of a financial planner.

Problem 1: Briefly explain some of the investment choices available to them.

Reference no: EM132678467

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