Reference no: EM132654620
1. If the coupon rate on a bond is 8 percent and current market interest rate are 6 percent, should this bond be selling at a premium or a discount?
2. How do we determine the book value of a stock?
3. Compare cumulative, convertible, and callable preferred stock.
4. List and briefly describe three types of mutual fund?
5. Compare no-load and load mutual funds.
6. Compare short-term and long term investment strategies.
7. What is the difference between a contribution- and a benefit-oriented retirement plan?
8. What are the basic factors that should be considered when establishing an individual retirement plan?
9. How may a small business owner plan for the use, conversation, and transfer of wealth as efficiently as possible?
10. What is the roll of trusts in estate planning?