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stevenxing · 2022年04月20日

goal是说不通吗?她本来是想15年退休,现在目标变成提前退休了,感觉好像也说得通

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NO.PZ201805280100000304

问题如下:

Ten years later, Young is considering an early-retirement package offer. The package would provide continuing salary and benefits for three years. The broker recommends a special review of Young’s financial plan to assess potential changes to the existing allocation strategy. Identify the primary reason for the broker’s reassessment of Young’s circumstances. Justify your response.


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解释:

如题

1 个答案

lynn_品职助教 · 2022年04月21日

嗨,爱思考的PZer你好:


目标是与投资者的风险承受能力或风险偏好相关,这道题目中Young的目标是fund她的退休生活花费,因为8岁成为孤儿,她的目标是退休保障以及尽量避免三个账户的损失。虽然决定提前退休,但是她上述的目标没有改变,仍然是偏保守地保障她的退休期间花费。

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