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来自:CFA > Level III“甄”题库 > 2021 Mock Exam A > 2021 Mock Exam A - Afternoon Session 2025-12-06 17:19
这道题我算的是 1000,000-500,000( outside loan )+1500,000-2000,000+1000,000=1000000, 哪里有问题呢?
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融跃答疑王老师    2025-12-08 09:25

致精进的你:

The Garcias have both taxable and tax-advantaged investment portfolios worth a combined total of $2,500,000. 他有一个portfolio是2.5m,They plan to set up a special needs trust for Spencer with a present value of $2 million to be funded in five years.有一个信托需求是2m,He estimates the Garcias’ future expected consumption expenditures have a total present value of $2,000,000.未来的消费也是2m,所以要减去两个2m,你只减了一个2m,,economic net worth= Total economic assets- Total economic liabilities

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