1. About how much of a family’s money should be kept in the bank for near-term use, i.e. emergencies, etc.?
2. How can your family use the ‘duration’ of various investment types to allocate money to cash, stocks, bonds, etc.?
3. How much, if any, of your family’s retirement money will be in a fixed pension vs. from Social Security?
4. How can Snappy use the Sharpe Ratio to evaluate the prices of different mutual funds?
5. Is your family using a professional investment advisor? Why? or Why not?