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| | | | | | | | | | Exam Question | | Sam and Betty are a married couple with two children, ages 7 and 9. Both Sam and Betty are full-time employed and their children are kept by a part-time housekeeper after school. Sam is 37 and has a corporate pension plan provided by his employer. Betty is 35 and participates in her firm's 401(k) program. The couple just bought a new home and sold the old one. From the proceeds of the sale of the old home, they realized a profit of $32,000 which they plan to invest for their retirement. They have stated their basic objectives as long-term growth, but are willing to accept market fluctuations. Which of the following types of mutual funds should their registered representative recommend? A. 20% Government securities, 30% municipal bonds, 50% high-yield bonds.
B. 25% conservative growth, 75% aggressive growth.
C. 25% bond and preferred stock, 50% growth and income, 25% municipal bonds.
D. 50% bond and preferred stock, 50% Ginnie Mae.
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