1. Assume that you are 35 years old, are married with two young children, are renting a unit and have an annual income of $90 000. Use the following questions to guide your preparation of a rough investment plan consistent with these facts.
a. What are your key investment goals?
b. How might personal taxes affect your investment plans? Use current tax rates to assess their impact.
c. How might your stage in the life cycle affect the types of risk you might take?
2. What role, if any, will short-term vehicles play in your portfolio? Why?
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