Question 69 of 90
When should an investor adopt a strategy of limiting equity exposure through equity index funds?
A
During the accumulation phase
B
During the retirement phase
C
During the sudden wealth phase
D
None of the above
Correct Option:
B
Explanation
Limiting equity exposure through equity index funds is generally more appropriate during the retirement phase, when the investor's primary objective shifts from wealth accumulation to capital preservation and stable income generation.