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1. Are financial planners investment advisors?

2.What are the CFP®principles?

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Irving Heathcote
Irving HeathcoteLv2
29 Sep 2019

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Related questions

Which of the following statements is generally true?

a) The Principle of Objectivity states that the interest of the CFP® professional and client are
of equal importance.
b) It would be a violation of the Principle of Confidentiality for a CFP® professional to
disclose a list of current and former clients as references.
c) The Principle of Objectivity requires the CFP® professional to disclose conflicts of interest.
d) The Principle of Fairness requires compensation to be fair and reasonable.

HNW Advisors are based in California have averaged monthly return of 2.5% with a monthly volatility of 14% over the last year. During the same time period, the S&P500 has averaged a daily return of 0.09% with a daily volatility of 0.95%. We also know that the 1 year LIBOR rate is 1.0%, the HIBOR rate is 2.5%, the 1-year Treasury rate is 0.50% and the average California municipal bond rate is 3%.

Calculate the annualized return for both HNW Advisors and the S&P500

HNW Advisors S&P500

48.50% 22.92%

34.48% 25.22%

34.48% 19.55%

48.50% 15.02%

Calculate the annualized volatility for both HNW Advisors and the S&P500

HNW Advisors S&P500

48.50% 15.02%

34.48% 19.98%

34.48% 25.22%

48.50% 21.22%

Which risk free would we use to calculate the Sharpe Ratio?

LIBOR Rate

HIBOR Rate

Treasury Bill Rate

California Municipal Bond Rate

Calculate the Sharpe Ratio

HNW Advisors S&P500

0.70 0.66

0.68 1.49

0.68 1.65

Can you please attach working out

0.70 1.65

1. In 2009, LEISURE TIME PLANNERS, LLC rented a 10,000 SF office space from Martha Associates with the following terms: 5 year lease commencing on 1/1/2009, base rent of $4.00 PSF, and an expense stop of $2 PSF. In 2010, if utilities, property and other related operating expense total $2 PSF, how much does LEISURE TIME PLANNERS need to pay Martha Associates for their 10,000 SF office space in 2010?

2. In 2009, LEISURE TIME PLANNERS, LLC rented a 10,000 SF office space from Martha Associates with the following terms: 5 year lease commencing on 1/1/2009, base rent of $4.00 PSF, and an expense stop of $2 PSF. If the utilities, property taxes, and other related operating expense total $4 PSF in 2010, how much does LEISURE TIME PLANNERS need to pay Martha Associates for their 10,000 SF office space in 2010?

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