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Cows are like buffalo...EXCEPT they're NOT as huge, athletic, and ridiculously good-looking. Confused? Pay attention to key words if you want the real deal.

Type of Client Drill

Dashboard > Client Investment Recommendations and Strategies > Type of Client > Type of Client Drill

1.

Your client Philip Carey owns a small shop, of which he is the sole proprietor. Philip isn't comfortable with his assets being tied up for too long. What type of investment strategy would you recommend for Philip?
- (A)50% small-cap growth/50% long-term bonds
- (B)40% large-cap growth/60% long-term bonds
- (C)50% large-cap value/50% short-term debt
- (D)50% short-term debt/25% money market securities/25% cash

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5.

A type of structure that includes flow-through of income and expenses, annual meetings, and no personal liability is a(n):
- (A)C corporation
- (B)LLC
- (C)S corporation
- (D)none of the above