FROM "GROWING UP," PAGE 45:
1. Apple, a holding in BlackRock Capital Appreciation Fund, has a cash horde of ___.
A. $40 billion
B. $50 billion
C. $60 billion
D. $70 billion
FROM "AFTER DEATH DO WE PLAN," PAGE 49:
2. An estate's assets are generally valued _____.
A. At the date of the decedent's death
B. At the date of the last appraisal
C. When the executor reads the will
D. None of the above
FROM "EARNING TRUST," PAGE 52:
3. There are four basic options if a life insurance policy is not performing, except:
A. Roll over the policy into a new trust
B. Buy a new policy
C. Pay higher premiums for the existing policy
D. Convert to a different type of policy
FROM "IDENTITY CRISIS," PAGE 71:
4. For how long does an initial fraud report stay on a credit report?
A. 30 days
B. 60 days
C. 90 days
D. 120 days
FROM "BENEFICIARY BATTLES," PAGE 74:
5. When someone other than a soon-to-be-spouse is the desired beneficiary, clients should consider moving retirement plan money regulated by ERISA rules to a(n) ____ before the wedding.
A. Grantor retained annuity trust
B. IRA
C. Irrevocable life insurance trust
D. Fixed trust
FROM "THE BENCHMARKING GAME," PAGE 79:
6. In 2010, mid-cap U.S. stocks gained ___, and small-cap stocks advanced ___.
A. 21%, 23%
B. 19%, 22%
C. 25.7%, 28.1%
D. None of the above
FROM "LOOKING FOR LAGGARDS," PAGE 82:
7. As of the end of May, the S&P 500 was about ___ lower than its ___ peak.
A. 16%, 2007
B. 18%, 2007
C. 17.9%, 2007
D. 19%, 2007
FROM "PIECE BY PIECE," PAGE 85:
8. The 41-year average annualized return of an equally weighted, six-asset portfolio (without cash) was ___, with a standard deviation of ___.
A. 13%, 14%
B. 10%, 12%
C. 11.1%, 12.1%
D. None of the above
9. Craig Israelson's analysis advocates avoiding U.S. large-cap stocks.
A. True
B. False
FROM "NORTHERN EXPOSURE," PAGE 88:
10. The iShares MSCI Germany Index Fund (EWG) took in about ____ this year through May.
A. $1 billion
B. $1.8 billion
C. $2 billion
D. $2.8 billion
