Access our CE tests on your smartphone with this QR code or on your desktop at www . fa-mag . com / education . If you have any questions regarding the CE exams , please contact Trisha White at , trisha @ fa-mag . com .
From “ Bracing For Biden ,” page 16
1 . Among the proposals published in the U . S . Treasury ’ s “ Green Book ” on May 27 was that the U . S . corporate income tax rate would increase from _________. A . 21 % to 28 % C . 12 % to 18 % B . 16 % to 30 % d . None of the above
2 . Under the Green Book proposal , the individual income tax rate for those making $ 400,000 or more would increase to _____. A . 37 % C . 39.6 % B . 38.5 % d . 45 %
From “ Right Way Retirement ,” page 28
3 . More than 80 % of what it takes to successfully retire has nothing to do with : A . Time
C . money
B . Energy d . People
4 . A good retirement transition includes : A . Replacing your work identity B . Filling your time with meaningful tasks C . Staying relevant and connected d . All of the above
From “ Real Estate Shakes Off Covid-19 ,” page 53
5 . According to those in the business , the commercial real estate market is : A . Robust now but probably going to slow down . B . Robust now and will continue to grow . C . Slow now but will begin to rebound later this year . d . Struggling now and will continue to do so .
6 . What has not contributed to the soaring single family home market ? A . People want to move out of urban areas because of Covid-19 . B . Families are growing in size and need more room . C . People have found they can work from anywhere . d . There is a shortage of single-family homes .
From “ FOMO , YOLO , Crypto , Oh No !,” page 55
7 . What items of a speculative nature have people gotten wrapped up in ? A . Cryptocurrencies B . meme stocks C . NFTs d . All of the above
8 . Why would advisors let clients open side investing accounts ? A . damage can be controlled by limiting how much goes into the account . B . It adds to diversification . C . The clients likely won ’ t get hit with tax . d . It won ’ t muck up the regular planning .
From “ A Whipsaw In The Making ?,” page 60 9 . What risks are lurking that economists might be missing ?
A . Leverage
C . Inflation B . meme stocks d . None of the above .
10 . What can happen when people suddenly unwind leverage and stock concentration ? A . A crisis cycle with forced selling B . Falling prices C . Negative feedback as more investors sell d . All of the above
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Financial Advisor ( ISSN 1545-0163 , USPS 021-488 ) is published monthly by Charter Financial Publishing Network Inc ., 499 Broad Street , Shrewsbury , NJ 07702 . Tel : 732-450-8866 . Periodicals postage paid at Red Bank , NJ and additional mailing offices . Subscription Rates : $ 79 per year . Postmaster : Send all address changes to Charter Financial Publishing Network Inc ., P . O . Box 7550 , Shrewsbury , NJ 07702 . Copyright 2021 by Charter Financial Publishing Network Inc . Reproduction , photocopying or incorporation into any information-retrieval system for external or internal use is prohibited unless permission is obtained beforehand from the publisher in each case for a specific article . The subscription fee entitles the subscriber to one original copy only . Unauthorized copying is considered theft . July / August 2021 Financial Advisor ( Volume 22 , Number 6 )
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