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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

You are to financially plan for this scenario below:
2nd Plan
Your second client is a couple in their late 40s. They have one child in high school and one in college. Their total income is $120k per year. After all expenses, this couple has about $350 per month to save. In addition, they have just inherited $275,000 from one of their parents. They have asked you to help them plan how to invest both monthly income and the inheritance. They also 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, cleiquar language and significant data.

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