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Capital Wealth Management investment advisory firm of Tyngsborough, MA
Capital Wealth Management investment advisory firm of Tyngsborough, MA
Capital Wealth Management President, Martin Krikorian of Tyngsborough is a fee-only financial advisor and Lowell Sun financial columnist.
Capital Wealth Management's Financial & Investment related articles by President, fee-only financial advisor & Lowell Sun financial columnist Martin Krikorian of Tyngsboro Massachusetts.
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e-mail Capital Wealth Management President, Martin Krikorian of Tyngsborough is a fee-only financial advisor and Lowell Sun financial columnist.
Capital Wealth Management, a Massachusetts fee only financial advisory firm that offers free financial portfolio reviews to analyze and recommend investment management strategies.


"Answers to Lowell Sun Investment Quiz"

1. Which country is considered an emerging market?
a) China
b) Russia
c) Brazil
d) Korea
e) All of the above
f) C and D only

Correct Answer: e) All of the above

2. The IRS allows employees over the age 59 1/2 to roll their current employers 401k into an IRA while they are still working.
a. True
b. False

Correct Answer: a) True

3. Over the twenty-year period from 1981 – 2000, gold____.
a) Gained 570 percent
b) Lost 57 percent
c) Gained 170 percent
d) Lost 17 percent

Correct Answer: b) Lost 57 percent

4. Index funds have outperformed _____of all actively managed U.S. stock mutual funds over the past 10 years.

a) 63%
b) 73%
c) 83%

Correct Answer: c) 83%
Source: 2015 SPIVA report

 

5. Which asset class had the highest compound return from 2000 2015?
a) U.S. bonds
b) U.S. stocks
c) International stocks

Correct Answer: a) U.S. Bonds
U.S. bonds: 5.3%
U.S. stocks: 4.0%
International stocks: 2.7%

 

6.A $100,000 portfolio that gains 25% in year one, and loses 20% in year two would be worth_____.
a) $100,000
b) $105,000
c) $110,000

Correct Answer: a) $100,000
A $100,000 portfolio that gains 25 percent ($25,000) in year one is worth $125,000.
A 20% loss on $125,000 (-$25,000) in year two, reduces the portfolios value back to $100,000.


7. According to Morningstar; what is the best predictor of a mutual funds future performance?
a) A funds past performance
b) A funds expense ratio
c) A funds star ratings

Correct Answer: b) a funds expense ratio

 

 

 

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Capital Wealth Management is a Massachusetts fee only financial advisory firm that offers free financial portfolio reviews to analyze and recommend investment management strategies. Capital Wealth Management President, Martin Krikorian of Tyngsborough is a fee-only financial advisor and Lowell Sun financial columnist.