Suppose that in a certain year, the Phoenix/Zweig Advisors Zweig Total Return fund (ZTR) was expected to yield 4%, and the Madison Asset Management Madison Strategic Sector Premium fund

On the basis of how long he has until retirement and his comfort with investment risk, Connor has decided that he wants to allocate the money in his retirement account as follows: 70% to equities, 15% to fixed income, and 15% to cash.  If Connor assumes that each asset class provides the low end of the rates of return shown in the table below, what overall rate of return would he expect to earn over the long term?   Asset Class Degree of Risk Historical Average Rate of Return Equities High 8% - 12% Fixed Income Moderate 4% - 7% Cash Minimal 2% - 5% Group of answer choices 4.34% 6.50% 1.43% 7.25%

Although investing all at once works best when stock prices are rising, dollar-cost averaging can be a good way to take advantage of a fluctuating market. Dollar-cost averaging is an investment strategy designed to reduce volatility in which securities are purchased in fixed dollar amounts at regular intervals regardless of what direction the market is moving. This strategy is also called the constant dollar plan. You are considering a hypothetical $1,200 investment in a media company's stock. Your choice is to invest the money all at once or dollar-cost average at the rate of $100 per month for one year. Assume that the company allows you to purchase "fractional" shares of its stock. (a) If you invested all of the money in January and bought the shares for $12 each, how many shares could you buy?  shares (b) From the following chart of share prices, calculate the number of shares that would be purchased each month using dollar-cost averaging and the total shares for the year.…

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