问题如下:
An manager prepares an IPS for a client, and she has collected the following information:
- The client is a 31 old widow and has two children (aged 3 and 5).
- She has been employed as an manager of a big company.
- She has two primary financial goals: supporting her retirement expense and education expenses of her children.
Her investment time horizon is:
选项:
A. long term.
B. short term.
C. medium term.
解释:
A is correct.
The client's time horizon is best described as long term, because:
- Her steady employment shows that her current liquidity needs are moderate.
- It will take the children 10 years or more to go to college as the two children are aged at 3 and 5 now.