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Q: One of your established customers has come into a large amount of money that she plans to transfer to an investment account with a different financial institution. She has her checking and savings
accounts at your branch. She is only interested in a short term account that will pay some interest while she sets up the long term investment accounts at the other financial institution. You would review the short term investment options and recommend the one best suited to her needs. refer her to an investment expert at your branch. present the long term investment opportunities available and offer to set up the long-term investment now. present the option for the short term investment that maximizes interest earned.
A: If you need to make money quickly, consider short term investments. Short term investments allow you to invest an amount of money at a high yield interest rate, and gain access to the return sooner rather than later. [ There are several short term investment options out there, and the key to making money successfully is finding the best short term investments. And that starts with learning the
answer to the question you probably have: what are short term investments? Defining Short Term Investments A short tern investment fund is a fund that earns you a return on your money in a short period of time, such as one to ten years. This is different than retirement investing, and it can be a challenge to find short team, high yield investments. Good short term investments will have a high interest rate, allowing you to earn substantial money immediately. The Need for Short Term Investments You might need short term investments if you have a pressing need coming up in the near future. If, for example, you might need to have a down payment for a house or car in a year or two, you could make use out of short term investment options. Also, you might use this type of fund in replacement of a traditional savings account, because you will earn a higher rate of return. Some even choose to use short term investment funds to supplement their retirement income. How to Use Short Term Investments If you are interested in short term investments, talk to your financial advisor. He or she can tell you what the best short term investment opportunity you can use will be. Then, invest your money, and leave it alone. Allow it to gain interest for the course of the investment period. When the fund comes to term, you will have earned interest on the money you invested. Decide what amount of your total income you are willing to invest in your fund. Most people are comfortable with investing around ten percent of their total income. Then, choose the investment to use. It is best to take the amount and invest it into one particular investment. Your long term investments are where diversification is helpful. ]
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User: One of your established customers has come into a large amount of money that she plans to transfer to an investment account with a different financial institution. She has her checking and savings accounts at your branch. She is only interested in a short term account that will pay some interest while she sets up the long term investment accounts at the other financial institution. You would review the short term investment options and recommend the one best suited to her needs. refer her to an investment expert at your branch. present the long term investment opportunities available and offer to set up the long-term investment now. present the option for the short term investment that maximizes interest earned.

Weegy: If you need to make money quickly, consider short term investments. Short term investments allow you to invest an amount of money at a high yield interest rate, and gain access to the return sooner rather than later. [ There are several short term investment options out there, and the key to making money successfully is finding the best short term investments. And that starts with learning the answer to the question you probably have: what are short term investments? Defining Short Term Investments A short tern investment fund is a fund that earns you a return on your money in a short period of time, such as one to ten years. This is different than retirement investing, and it can be a challenge to find short team, high yield investments. Good short term investments will have a high interest rate, allowing you to earn substantial money immediately. The Need for Short Term Investments You might need short term investments if you have a pressing need coming up in the near future. If, for example, you might need to have a down payment for a house or car in a year or two, you could make use out of short term investment options. Also, you might use this type of fund in replacement of a traditional savings account, because you will earn a higher rate of return. Some even choose to use short term investment funds to supplement their retirement income. How to Use Short Term Investments If you are interested in short term investments, talk to your financial advisor. He or she can tell you what the best short term investment opportunity you can use will be. Then, invest your money, and leave it alone. Allow it to gain interest for the course of the investment period. When the fund comes to term, you will have earned interest on the money you invested. Decide what amount of your total income you are willing to invest in your fund. Most people are comfortable with investing around ten percent of their total income. Then, choose the investment to use. It is best to take the amount and invest it into one particular investment. Your long term investments are where diversification is helpful. ]
cyssuss|Points 2445|

User: One of your established customers has come into a large amount of money that she plans to transfer to an investment account with a different financial institution. She has her checking and savings accounts at your branch. She is only interested in a short term account that will pay some interest while she sets up the long term investment accounts at the other financial institution. You would review the short term investment options and recommend the one best suited to her needs. refer her to an investment expert at your branch. present the long term investment opportunities available and offer to set up the long-term investment now. present the option for the short term investment that maximizes interest earned.

Weegy: If you need to make money quickly, consider short term investments. Short term investments allow you to invest an amount of money at a high yield interest rate, and gain access to the return sooner rather than later. [ There are several short term investment options out there, and the key to making money successfully is finding the best short term investments. And that starts with learning the answer to the question you probably have: what are short term investments? Defining Short Term Investments A short tern investment fund is a fund that earns you a return on your money in a short period of time, such as one to ten years. This is different than retirement investing, and it can be a challenge to find short team, high yield investments. Good short term investments will have a high interest rate, allowing you to earn substantial money immediately. The Need for Short Term Investments You might need short term investments if you have a pressing need coming up in the near future. If, for example, you might need to have a down payment for a house or car in a year or two, you could make use out of short term investment options. Also, you might use this type of fund in replacement of a traditional savings account, because you will earn a higher rate of return. Some even choose to use short term investment funds to supplement their retirement income. How to Use Short Term Investments If you are interested in short term investments, talk to your financial advisor. He or she can tell you what the best short term investment opportunity you can use will be. Then, invest your money, and leave it alone. Allow it to gain interest for the course of the investment period. When the fund comes to term, you will have earned interest on the money you invested. Decide what amount of your total income you are willing to invest in your fund. Most people are comfortable with investing around ten percent of their total income. Then, choose the investment to use. It is best to take the amount and invest it into one particular investment. Your long term investments are where diversification is helpful. ]
cyssuss|Points 2445|

User: At the team meeting each morning, the branch staff shares goals for the day. Your coworker always states a goal that is easily attainable, and receives recognition for always meeting the goal. You have historically set very aggressive goals, yet do not always meet them. You would continue to set aggressive goals. challenge your coworker to set more aggressive goals or to engage in a friendly competition. approach the Branch Manager and ask that he/she address your coworker’s lack of drive. scale back to match the efforts of the team and to ensure that goals set are met.

Weegy: I challenge your coworker to set more aggressive goals or to engage in a friendly competition.
samn|Points 1917|

User: You have just met with a new customer who is interested in opening a standard checking account. She has no idea what her typical balance will be or the services she is most interested in. After reviewing her circumstances and financial goals, you would present all products/services that may be of interest. set up a standard checking account per her request. identify the services/products that you believe best suit her needs, and present them as options and recommendations. suggest that you set up the products and services that best suit her, explaining why each is included and how to use each one.

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Asked 6/3/2012 7:12:31 PM
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