Ashkan is 30 years old and he has a relativey low tolerance


1. Ashkan is 30 years old and he has a relativey low tolerance for risk in his investments. That is, he doesn’t like to see his investments fluctuate wildly in value from week to week; he wants to earn a relatively consistent return from year to year. Using Uncle Al’s “asset allocation flowchart”, which of the following asset allocations would you recommend for Ashkan’s retirement plan?

A. 30% stocks, 70% fixed income (bonds)

B. 30% precious metals, 40% stocks, 30% bonds

C. 60% stocks, 40% bonds

D. 40% stocks, 30% short-term bonds, 40% international bonds

2. You can lower your insurance premiums simply by:

A. increasing the amount of insurance coverage on your property.

B. increasing the number of inquiries into your credit history.

C. increasing the deductibles on your policies.

D. purchasing a personal articles floater on your expensive assets.

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Financial Management: Ashkan is 30 years old and he has a relativey low tolerance
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