EC


  1.  3pts-   View Morningstar’s performance data chart for various categories of mutual funds at

 

https://www.morningstar.com/markets

 

What types of indexes do you find?   What time frames are available for comparisons?    Which funds have had the best returns over the past 5 years?

 

  1. 3 pts-   You own a business and have a liability policy already.    You are concerned that this policy may not be enough coverage.   What other types of insurance policies could you look into?   How would this type of poicy benefit you?

 

  1. 4 pts-   Today, you have $10,000 and you want to invest it in the stock market.   You know the market has averaged 10% per year for the last 90 years and you believe that you can earn 10% per year for 15 years.   How much will you have at the end of 15 years?