Business, 26.02.2020 00:30 eddiecas

Customer Q, age 40, is married with 3 young children. He earns $120,000 per year and has $10,000 of liquid assets to invest. The customer has no current portfolio, but does own his home, worth $400,000 against which there is a $200,000 mortgage. The customer informs you that his father just died, leaving him an inheritance of $150,000. He wishes to invest the money so that he can retire in 20 years, using the investment's income. The BEST recommendation to the customer is to invest the $150,000 in__

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Customer Q, age 40, is married with 3 young children. He earns $120,000 per year and has $10,000 of...

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