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| William Parthley, age 69, has had bad luck with his investments in recent years and decides to consult Moira Wembley, CFA, for advice.
Parthley’s portfolio is composed of 90% stocks and 10% bonds, with a total value of $2.6 million. Classifying himself as conservative, Parthley blamed the aggressive allocation on a previous money manager, and says he wants to substantially increase the fixed-income weighting of his portfolio.
From his portfolio, Parthley hopes to fund his retirement at a rate of $7,000 per month, adjusted for inflation. He has also promised his alma mater at least $2 million upon his death. Parthley is in good health, and most of the men in his family have lived into their late 80s.
Based solely on the information presented above, Wembley can conclude that there is most likely a conflict between Parthley’s: A. return requirements and asset allocation. B. willingness to take risk and ability to take risk. C. return requirements and asset allocation as well as his willingness to take risk and ability to take risk. |