Portfolio Strategies, Tax, and Retirement Plans
Free NASAA Series 65 (Uniform Investment Adviser Law Examination) lesson in Client Investment Recommendations and Strategies. 24 min read, ~3,563 words.
Asset allocation is the single biggest driver of long-term returns. Strategic = long-term targets. Tactical = short-term deviations. Dollar-cost averaging lowers average cost per share below average price, because fixed dollars buy more shares when prices drop. Capital gains: held over 12 months = long-term (0/15/20%). Held 12 months or...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Check Your Understanding
- Exam Shortcuts
Learning objectives
- C19
- C20
- C21
- C22
- C23
- C24
- C25
- C26
- C27
- C28
- C29
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