问题如下:
A client who is a 34-year old widow with two healthy young children (aged 5 and 7) has asked you to help her form an investment policy statement. She has been employed as an administrative assistant in a bureau of her national government for the previous 12 years. She has two primary financial goalsher retirement and providing for the college education of her children. This client’s time horizon is best described as being:
选项:
A.long term.
B.short term.
C.medium term.
解释:
A is correct.
The client’s financial objectives are long term. Her stable employment indicates that her immediate liquidity needs are modest. The children will not go to college until 10 or more years later. Her time horizon is best described as being long term.
中期是多长时间呢