

Man: Thanks for coming by today, Paul and Linda. I’m sure that we’ll be able to help you with your long-term investment plan. I looked over the documents you sent, and I noticed that you’ve already, at this early stage in your working lives, put away a significant sum. That’s excellent, because by starting so early you’ll be able to maximize your retirement income when you do finally retire. I know a lot of things may change between now and then, buying a home, children, changing jobs, and who knows what else. However, the savings account you currently use has a very small rate of return, and we can do a lot better for you. Now our Mid-Life Planners fund is a very safe and reliable investment, but it’s probably more appropriate for middle-aged parents with children in high school, not for two people like you, without children yet, and with 40-plus years to go until retirement. Our Early Birds fund is definitely something I could recommend. It offers attractive potential profits without too much risk for people in your position.
A man is describing investment options. Who is the advice for?
$A$. A young couple.
$B$. Two retired investors.
$C$. A middle-aged couple.
$D$. Two high school students.
A man is describing investment options. Who is the advice for?
$A$. A young couple.
$B$. Two retired investors.
$C$. A middle-aged couple.
$D$. Two high school students.