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Karen and Jon-Nathaniel Bild Just Inherited $30,000 and Would Like

question 81

Essay

Karen and Jon-Nathaniel Bild just inherited $30,000 and would like to invest the money in a conservative mutual fund. Since they have never invested in mutual funds, they ask for your help. In your own words, describe the factors that can be used to evaluate a mutual fund investment.


Definitions:

Alliances

Formal agreements between two or more nations or parties to cooperate on mutual interests or to defend each other in the event of conflict.

Shays's Rebellion

An armed uprising in Western Massachusetts in 1786-1787, led by Daniel Shays, highlighting the need for a stronger national government which led to the drafting of the U.S. Constitution.

Articles of Confederation

The first constitution of the United States, ratified in 1781, which was replaced by the US Constitution in 1789 due to its weaknesses in central authority.

Revolutionary War

The conflict (1775-1783) between the thirteen American colonies and Great Britain, leading to the independence of the United States.

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