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Client Investment Recommendation Strategies

Horizontales
What describes a person's estate where they died with a last will and testament?
What is everything comprising the net worth of an individual, including possessions, financial securities, and real estate?
What type of trust provides a way to manage assets in case of death or incapacity and can help avoid probate?
What act sets guidelines for trustees and financial professionals when investing trust assets and applies a portfolio-risk approach?
What type of trust is created for asset protection and reduced estate taxes, with assets designated for transfer to a beneficiary?
What document recognizes a spouse, former spouse, or dependent's entitlement to retirement plan assets in a divorce agreement?
Which term in estate planning means leaving assets to heirs "by the head," distributing assets equally among named heirs?
What risk results from new regulations that impact a company's operations, as seen in the oil and gas industry?
What type of trust is funded by a single endowment and grants the grantor high individual control?
What is a financial tool designed to hold and manage assets for the benefit of a third party, often used for inheritances or college funds?
What theory suggests that markets are efficient at pricing investments and that nothing is under or overvalued?
What method allows you to specify a person who will receive securities from an account upon your death, bypassing probate?
Which type of trust allows for the transfer of assets to a beneficiary and can be opened at a deposit-taking institution?
What type of risks are inherent to the entire market and cannot be diversified away?
Verticales
What ownership allows married couples to hold equal interest in a property and avoid probate through survivorship rights?
What legal document spells out how your affairs and assets will be distributed through the probate process?
What type of risk arises when a company is unable to repay its debt, often affecting bonds and ETNs?
What investment objective seeks high returns from fixed-income securities while being willing to take considerable risk?
What type of risk is associated with political instability and applies to foreign business and investments?
Which type of trust reports income on Form 1041 and may not have to pay taxes if it makes distributions to beneficiaries?
What type of trust allows for the continued management of assets after death and avoids probate?
What investment objective aims to replace employment income with fixed-income securities that aren't too safe or too risky?
What type of risk concerns the possibility that there won't be a market for an investment when you try to sell it?
If you die without a valid will, a probate court gets control of your assets, a situation known as dying
In estate planning, what Latin term refers to leaving assets to heirs "by the branch"?
What type of risks can be diversified away, leaving only systematic risk in the portfolio?
What type of beneficiaries are second in line to receive assets if the primary beneficiary passes away?
What type of risks include inflation/purchasing power risk, interest rate risk, and market risk?
What type of ownership allows partners or spouses to receive all of the money or property when the other partner dies?