NO.PZ202410180200004801
问题如下：
Discuss two liquidity preferences for Green’s IPS that Yates should include in his initial IPS draft..
选项：
解释：
Green’s liquidity preferences are: • Green has a near-term liquidity need to purchase a vacation home.
• Green will begin paying for education expenses of his daughters (amount not specified) next year.
• Green will begin taking income for retirement in five years to maintain his current lifestyle. His salary income at that time will cease.
• Upon his daughters’ graduation in approximately five years, Green may be making down payment distributions (amount not specified) for each of his daughters.
Green lives comfortably off his monthly salary income and has expressed a need to continue his lifestyle after retirement five years from now.
it is very important to him that he is able to put his twin teenage daughters through college starting next year.
His investment time horizon is short and need to continue his lifestyle after retirement and pay his twins tution fee.
