George has asked you for advice. he has a stock portfolio worth about $700,000 with a cost basis of $400,000. he would like to retire and have a steady stream of income from this asset. he has no immediate family. he has heard of charitable remainder annuity trusts and charitable remainder unitrusts and is wondering if something like that would fit his situation. research his situation and advise george on his situation. you may make some assumptions, such as taxation options on selling the stocks, etc.

Compute the cost of not taking the following cash discounts. (use a 360-day year. do not round intermediate calculations. input your final answers as a percent rounded to 2 decimal places.)

Consider a treasury bill with a rate of return of 5% and the following risky securities: security a: e(r) = .15; variance = .0400 security b: e(r) = .10; variance = .0225 security c: e(r) = .12; variance = .1000 security d: e(r) = .13; variance = .0625 the investor must develop a complete portfolio by combining the risk-free asset with one of the securities mentioned above. the security the investor should choose as part of her complete portfolio to achieve the best cal would be a. security a b. security b c. security c d. security d

Amajor advantage of case studies is