1. This week we will be looking at retirement planning and estate planning. For some of you that may seem a long ways away. So what strategies should be used when investing in a portfolio for someone what has just graduated from college? How will this change for someone in her 30s, 40s, 50s, 60s or 70s?
2. U.S. Treasury bills held to maturity have a beta of zero. Why? Discuss the implications of this risk-return trade-off with respect to your overall investment portfolio as you approach retirement age. Are there any assets that you would avoid investing in as you near retirement age?