American_Bankers_Association
CTFA · Question #98
CTFA Question #98: Real Exam Question with Answer & Explanation
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Question
Many financial planning experts recommend keeping a minimum of ____ to _____ of your investment portfolio in savings-type instruments in addition t the 3 to 6 months of liquid reserves noted earlier. Someone with $50,000 in investment should probably have a minimum of $5000 to $12500.
Options
- A10% to 15%
- B20% to 30%
- C10% to 25%
- D20%-25%
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