HS 352 Audio: Financial Decisions for Retirement episodes:

• June 07, 20126-0 Overview

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• June 07, 20126-1 Understand the basic concepts of modern portfolio theory and the implications for accumulation portfolios.

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• June 07, 20126-2 Explain some of the factors that influence a client's perception of risk in a retirement portfolio.

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• June 07, 20126-3 Show the relationship between human capital and financial assets and how this relationship affects portfolio diversification and security selection.

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• June 07, 20126-4 Describe the concept of time diversification, and why it is so often misunderstood and misapplied.

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• June 07, 20126-5 Distinguish between the concepts of strategic and tactical asset allocation; identify the optimal timing of contributions and portfolio adjustments.

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• June 07, 20126-6 Discuss a variety of issues dealing with the development ofrecommendations and management....

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• June 07, 20126-7 Describe the issues related to the client's paying off or not paying off his or her mortgage as part of the retirement portfolio.

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• June 07, 20125-0 Overview

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• June 07, 20125-1 Identify and explain the factors that need to be considered when choosing an inflation assumption for a client.

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