Key documents for managing investments include all but
A)retirement plan balances.
B)account balance showing the market value of mutual funds.
C)insurance policies.
D)stock certificates.

Question

Quizplus · Accepted Answer

The key documents for managing investments include retirement plan balances, account balance showing the market value of mutual funds, and stock certificates. However, insurance policies are not directly related to managing investments and, therefore, are not a key document in this context.

Key Documents for Managing Investments Include All but