The adviser for investment who is a part National Securities Inc. met with a new customer. She had many questions for the counselor, especially related to the idea of market efficiency since the customer hadn't been an effective investor in equities.
Additionally, she comprehended the importance of different investment styles, such as growth versus value. This case is the second in a chain of three cases, which focus on different investment choices. (See also 9A98N029 and 9A98N031.)
Publication Date: 01/29/1999
This is just an excerpt. This case is about Finance
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