All of the Following Are Important Investment-Related Planning Priorities Following

question 27

Multiple Choice

All of the following are important investment-related planning priorities following the divorce, except for:

• A) Reassess the client's risk tolerance, time horizon, and needs
• B) Ensure investment assets are property titled
• C) Transfer some of the emergency fund assets to growth investments because there is only one person to plan for rather than two).
• D) Reposition the investment portfolio as necessary

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Definitions:

Distinctiveness

A principle suggesting that an event or object is memorable or noticeable because it differs significantly from other events or objects.

Consistency

The principle of maintaining the same attitudes, beliefs, and behaviors over time, which contributes to the predictability and stability of one's actions.

Neuroticism

A personality trait characterized by a long-term tendency to be in a negative emotional state, including feelings of anxiety, depression, and emotional instability.

Mental Illnesses

Disorders that affect an individual's mood, thinking, and behavior, examples include depression, anxiety disorders, schizophrenia, and bipolar disorder.