User Account

All Pages

Develop an investment portfolio that meets their needs

Assignment Help Operation Management
Reference no: EM132293592

Assignment

Choose one of the four following life situations:

Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.

Divorced, 55 years old, $1.2 million, 2 kids in college, and no debt.

24-year-old single woman, college graduate, engineer, and $20,000 savings.

74-year-old widower, excellent pension, $500,000, long-term care insurance, and three children.

Create a 700- to 1,050-word analysis in which you do the following:

Describe the risk tolerance for the life situation selected.

Recommend an asset allocation (specify percentage allocated to each asset group) to match that risk.

Develop an investment portfolio that meets their needs.

Consider and recommend any insurance that is appropriate.

Specify any estate planning tools necessary to protect the family and their assets.

Format your paper consistent with APA guidelines.

Use a separate section header for each of the 5 requirements. Points are deducted for not using these headers.

Reference no: EM132293592

Questions Cloud

Plot the net present value profile : Windrunner Corp. is considering a new machine that requires an initial investment of $800,000 installed, and has a useful life of 10 years.
Manages funds for number of companies and wealthy clients : Innis Investments manages funds for a number of companies and wealthy clients.
Discuss the elements of any claims that may arise : Choose one and determine if it describes negligence or product liability. Explain your answer and be sure to discuss the elements of any claims that may arise.
Manager could do to reduce the environmental : Is there anything the organization and/or the manager could do to reduce the environmental (task and general environment, not the physical environment) impact?
Develop an investment portfolio that meets their needs : Develop an investment portfolio that meets their needs. Consider and recommend any insurance that is appropriate.
Businessperson engaged in exporting and importing : Assume you are a businessperson engaged in exporting and importing.
Describe and explain what is deductive reasoning : Compare and contrast your observations with the material from this week. Do you feel that most research uses deductive reasoning or inductive reasoning?
Online versus the traditional instructor-led classroom : Freifeld (2014) argues that there is less retention when learning is done online versus the traditional instructor-led classroom,
Number of new clients or business generated : If feasible quantitative measures such as sales volume or production output or number of new clients or business generated.

Reviews

Write a Review

Operation Management Questions & Answers

  Book review - the goal

Operations Management is about a book review. Title of the book is "Goal". This book has been written by Dr. Eliyahu Goldartt. The book has been appreciated by many as one of those books which offers an insight into the operations and strategic capac..

  Operational plan in hospitality enterprise

Operational plan pertaining to a hospitality enterprise is given in detail in the solution. The operational plan is an important plan or preparation which gives guidelines regarding the role and responsibilities of each and every operation at all lev..

  Managing operations and information

Recognise the importance of a strategic approach to the development and deployment of organisational information systems. Demonstrate an understanding of the importance of databases and their integration to the organisation's overall information mana..

  A make-or-buy analysis

An analysis of the holding costs, including the appropriate annual holding cost rate.

  Evolution and contributor of operations management

Briefly explain Evolution and contributor of Operations management.

  Functions and responsibilities of an operations manager

A number of drivers of change have transformed the roles, functions and responsibilities of an operations manager over recent years. These drivers have not only been based on technological innovations but also on the need for organisations to develop..

  Compute the optimal order quantity

Compute the Optimal Order quantity of DVD players. Determine the appropriate reorder point.

  Relationship to operations practice in the organisation

Evaluate problems in operations and identify approaches to overcoming them. Critically evaluate operating plans and identify areas for improvement. Justify, implement and evaluate changes to operations in line with modern approaches.

  A make or buy analysis

Develop a report for Figi Fabricating that will address the question of whether the company should continue to purchase the part from the supplier or begin to produce the part itself.

  Prepare a staffing plan

Prepare a staffing plan showing the change of your unit from medical/surgical staffing to oncology staffing.

  Leadership styles in different organizations

Ccompare the effectiveness of different leadership styles in different organizations

  Risk management tools and models

Be able to understand the concept of risk, roles and responsibilities for risk management and risk management tools and models.

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

Submit Assignment

Academics

Major Subjects

Majors

Get In Touch

whatsapp: +1-415-670-9521

Phone: +1-415-670-9521

Email: [email protected]

TERMS & POLICIES

HELP & SUPPORT

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd