2. After reviewing Jamie Lee and Ross's current financial situation, suggest specific and measurable short-term and long-term financial goals that can be implemented at this stage.
3. Using the formula for allocating investments and the risk involved, assess how much of Jamie Lee and Ross's assets should be allocated in higher-risk growth investments? How should
the remaining investments be distributed and what is the associated risk?
4. Jamie Lee and Ross need to evaluate their emergency fund of $21,000. Will their present emergency fund be sufficient to cover them should one of them lose their job?
Moi
Answers: 1
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