Strategy Intermediate: Retirement Investing Strategies

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1.
The goal of a tax-managed fund is tax efficiency.
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True. The goal of a tax-managed fund is tax efficiency.
2.
The amount of money you invest in an asset depends on _______.
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Both of the above. The way you allocate your money depends on your risk tolerance and time horizon.
3.
Inflation means you will have more spending power in the future than you do today.
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False. Inflation leads to lower spending power in the future.
4.
If you want the safety of low-volatility investments, you will have to accept ________ as well.
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Lower returns. As a rule, the lower the volatility of an investment, the lower the potential return.
5.
The amount your investment changes up and down in value over time is known as ______.
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Volatility. The tendency for investment values to fluctuate up and down is known as volatility.