Describe the process you plan to use to conduct research

Reference no: EM13821610

Part 1:

Please describe the process you plan to use to conduct research, identify findings, and develop the Comprehensive Project due in Part 2 and present a brief outline indicating how you intend to organize the project deliverable.

Must be at least 250 to 350 long

Part 2:

Alice Cartwright is now 45 years old. Over the past several years, she has been struggling to fund her nest egg for retirement. Every time she thought about how much money she needed to retire on, she became frustrated and lost confidence. This past September, she inherited $500,000 from her favorite aunt who recently passed away. She wants to retire as soon as her portfolio reaches $1,000,000. She would like to achieve this goal within the next 5 years.

You need to construct a portfolio for Alice. The portfolio should consist of at least 15 different investments; it should demonstrate to her how to invest the money for the long term. When constructing the portfolio, risk and principle protection are paramount. The client is risk adverse and does not want to lose principle. You need to project savings. Ultimately, she would like to generate about 40k in after-tax income from the portfolio as retirement income. The current CD rates will not generate the required cash return that Alice wants because they are only 1%. The expected return in the market has an anemic return of just 3%, because the United States we are just coming off a long bull market run and is entering a period of a bear market, which is expected to last 3 years. Alice wants her stocks to have low PEs and low betas.

Select stocks, bonds, mutual funds, ETFs, and so on that you feel are right for Alice. Determine the appropriate mix of investments. Give an explanation as to why you think the investments will meet the needs of the client along with your projections of how these investments will meet the cash demands of the future.

Must be 400-600 words minimum
Must be in apa format
Must include all references

Reference no: EM13821610

Questions Cloud

Valuation of the bond if the market interest : What is the valuation of the bond if the market interest rates are 12%? What is the valuation of the bond if the market interest rates are 6%?

Question regarding the volatility of stocks : You decide to show Alice Cartwright how beta affects the volatility of stocks. You need to go out and find 5 stocks in which you think Alice might have investment interest.

Complete the income statement and balance sheet : For year one of your NAB company's Business Plan, complete the Income Statement, Cash Flow Projections, and Balance Sheet sections from the "Business Plan Financials" MS Excel template

Question regarding the different segments of the market : You need to find Alice 3 stocks to invest in from different segments of the market. The stocks should come from 3 varied sectors of the market: automotive, drug, and retail.

Describe the process you plan to use to conduct research : Please describe the process you plan to use to conduct research, identify findings, and develop the Comprehensive Project due in Part 2 and present a brief outline indicating how you intend to organize the project deliverable.

Identify different types and levels of statistics : Define statistics. Identify different types and levels of statistics. Describe the role of statistics in business decision making.

Pathophysiology and nursing management of clients health : Pathophysiology and Nursing Management of Clients Health - Genetic Alterations and Cancer

Describes expected property losses : 1. Terry is a small business entrepreneur and owns 6 buildings for business use. The probability distribution below describes expected property losses for the group of 6 buildings. Assume that the property exposures are independent of each other.

The chilean mine collapse : Write a 1,750- to 2,100-word debate paper in which you create a debate of a current event or other controversial topic and provide an analysis of arguments presented for both sides. Complete the following sections in the paper:

User Account

All Pages