FROM "AT HOME, OVERSEAS," PAGE 51:

1. Over five years, the Wintergreen Fund is up ___ a year annualized, besting ____ of its peers.

A. 9.4%, 51%

B. 5.5%, 95%

C. 1.5%, 49%

D. 4.9%, 50%

 

FROM "TO COLLECT AND PROTECT," PAGE 55:

2. Creating a ____ or other management and leasing entity is one option to consider for unique property.

A. corporation

B. living trust

C. limited partnership

D. limited liability company

 

FROM "STAR POWER," PAGE 59:

3. LLCs structured as single-member entities do little to protect celebrities from _____.

A. large guarantees gone bad

B. an ex-spouse

C. someone suing the client personally

D. all of the above

 

FROM "AGE IS JUST A NUMBER," PAGE 95:

4. A married couple with $60,000 in taxable income this year might withdraw a total of $9,000 from their IRAs, because the 15% tax bracket on joint returns rose to ____ for this tax year.

A. $69,000

B. $70,000

C. $79,000

D. $80,000

 

FROM "TENDING MOM AND DAD," PAGE 111:

5. Acceptable IRS interest rates for intrafamily loans ranged from _____ for short-term loans of less than three years to around _____ for loans of more than nine years.

A. 0.9%, 3%

B. 0.5%, 2%

C. 3%, 6%

D. 1%, 4%

 

FROM "BUOYANT BONDS," PAGE 113:

6. Through the first half of this year, all taxable bond funds were up _____ a year for the prior _____ years.

A. 4.6%, 9

B. 6.5%, 11

C. 5.5%, 10

D. 7.3%, 12

 

FROM "MULTIPLY RETURNS BY DIVIDING," PAGE 119:

7. Over the last 10 years, the mid-cap and index funds ________ the larger-cap Vanguard 500 Index Investor.

A. underperformed against

B. dominated

C. broke even against

D. none of the above

8. In 2001, the Total Stock Market Index lost 1.1%, while the three-index strategy was down just 0.31%.

TRUE FALSE

 

FROM "HIGH-ENERGY YIELDS," PAGE 123:

9. Morningstar lists ______ ETNs with MLP in their name, all of which were launched in the last ______ years.

A. seven, eight

B. four, five

C. six, three

D. eight, two-and-a-half

 

FROM "A GOLDEN PARACHUTE," PAGE 129:

10. The SPDR Gold Shares had _______ in assets on Aug. 22, briefly making it the world's largest ETF.

A. $74.3 billion

B. $75.9 billion

C. $76.6 billion

D. $98.1 billion