Finals Week: Personal Finance

Quotes from the class notes:

“Junk Bonds: also high-yield bonds, very risk, low rated BB or below”


“Buying a Mutual Fund, Step 2: Morningstar provides an investment style box to understand the investment style”

“Plan Now, Retire Later, Step 1: Set Goals: Do you want to live like a king?”

“Sprinkling Trusts: The trustee will decide which beneficiaries need more and then “sprinkle” the trusts among the beneficiaries.”


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