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Long-term capital gains are taxed at a person’s marginal tax rate.

Loads can be charged when one buys, when one sells, or both.

Actively managed portfolios, such as those run by professional money managers, tend to outperform the market as a whole.

You are financing a new home with a $200,000 mortgage loan. You are considering buying one point to lower your monthly payment. How much will the one point cost you?   For proper grading state your answer in this format: $X,XXX

The act of dividing investments among different investment categories such as cash, income, and growth, in order to optimize the balance of risk vs. reward is called… choose the term we learned in class

Municipal bonds are a(n) ___________ investment

The value of a firms assets, its liabilities, and its owner’s equity is found on which financial statement?

If a home costs $400,000, what down payment is necessary to avoid paying private mortgage insurance (PMI)?

Compare the Current and Forward PE ratios for the two companies. Choose the company that is expected to have earnings growth in the next 12 months.

How can mutual funds invested in only common stock provide returns to their shareholders?  There is more than one correct answer; check all that are correct.