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SIE: Account Types
SIE practice questionmediumEconomic Indicators and Account Types

Which account holder may be MOST sensitive to changes in the Consumer Price Index (CPI)?

  1. AA fund manager trading T-bills
  2. BA young investor in equities
  3. CA corporation issuing new bonds
  4. DA retiree with a fixed annuity✓ Correct answer
Explanation

Why DA retiree with a fixed annuity

Retirees on fixed income may lose purchasing power as CPI rises. B’s equities can adjust for inflation over time. C and D are less directly impacted.

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