You are to financially plan for this scenario below: Plan 1 Your client is a 27-year-old female, married with one child. She and her husband are both teachers with an annual income of $45,000 each. They have recently moved from Ohio to Phoenix and rent a two-bedroom apartment for $800 per month. The school district has a 401k that they can put funds into on a pre-tax basis. They would like you to advise them as to how much per month, where and why they would invest their 401k funds. In addition, they have $22,000 from the sale of a piece property. Would you advise them to reinvest in real estate or the stock market. They would like this presented to them in a power point presentation prior to you talking to them in person. these power point presentations should be a minimum of 10 slides each and contain the following critical information for your client to examine: • You will detail at least 5 mutual funds and 5 individuals stocks or bonds for this presentation (do not use Nike, Apple, Caterpillar, Amazon, Exxon, McDonalds, Tesla or Home Depot), to include both equity and debt, and a brief summary of how they are in a positive trend. This summary should include what market segment they are in, why you have chosen them and what are your expectations over the short, medium and long term. • Risk reward analysis showing a minimum of the last 10 years of the company’s stock price at the end of the year. • Explain beta analysis in a chart using two examples. • Advise your client as to the pluses and minuses of buying on margin if you think this is relative to them, but discuss the pros and cons in any case. • Advise to when and how they should purchase these securities and what on-going criteria they should be cognizant of, especially limit orders if that is what you would prefer for your client. In any case, discuss open orders and limit orders so they know the difference for future use. • Because these are “Interesting Times”, as the Chinese say, present to your client what future impact the current economic situation might have on equity and debt investments. • Both clients have expressed an interest in ETFs. Explain their value and whether or not you are recommending them. Your objective is to make clear to your client what you believe is a good and sound investment strategy taking into consideration today’s economic environment, the stock market, market segment analysis and the risk reward of both equity and debt obligations. Use charts, cleagnar language and significant data.
We value our customers and so we ensure that what we do is 100% original..
At Custom Writing, we believe in exemplary services that are fully geared toward customer satisfaction. That is why we don’t shy away from giving you the following guarantees;
Trusting us with your work is the best decision you have made, our pleasure lies in seeing you satisfied at 100%. If in the rear chance it happens that you are not satisfied, then know that we will equally not be satisfied. But worry not, our 30 days- Money back guarantee is all you need and that is what we promise you..Read more
We utilize profoundly equipped and gifted writers who produce unique papers liberated from any form of plagiarism. To guarantee this, we run all papers finished by our scholars through a Plagiarism checker to ensure uniqueness and originality. In any case, on the off chance that you have vulnerabilities about the originality or falsification of any paper we have finished and conveyed to you, please get in touch with us straight away. We will quickly investigate, and if the paper is seen as counterfeited, we will take suitable actions including but not limited to, revising the paper for free and in extreme cases we will activate the money back guarantee.Read more
We have an obligation deliver great and specially composed assignments. Our revision strategy endeavors to ensure total client satisfaction, comfort, and a genuine feelings of serenity. We make minor updates and corrections to the underlying request as part of our continuous assistance. However, revisions should just incorporate changes and alterations that were not effectively met, in the underlying request and that are inside the rules as per the current request structure..Read more
Our client's Data is an Integral part of our business but clearly, we are not in the business of offering our clients' very own data to others. We realize that you care how your online data is utilized and shared, we equally value your trust that we will do so cautiously and sensibly. We Promise to ensure the security of your own data during transmission by utilizing encryption conventions and programming. Likewise assist us with securing your information by not sharing your passwords and usernames.Read more
In submitting a request with us, you consent to the services we give. We will strive to take the necessary steps to convey a far reaching paper according to your prerequisites. Equally we depend on your cooperation to guarantee that we convey on this order.Read more