Making investment decision

Assignment Help Finance Basics

Reference no: EM1360106

You are about to sign up two new clients, a husband and wife, ages 60 and 57, respectively who are recently retired. All their assets are held jointly. Together they have accumulated about $1.5 million in financial assets. Their house has no mortgage. Both are currently in good health They are looking to see if they have sufficient assets to support an annual income now in retirement of $100,000. They have come to you looking for 1) an investment plan and strategy; 2) some idea about whether their investments will earn enough income to come close to their goals, 3) how much risk they will have to take. They expect a firm set of responses from you as to their ability to achieve the goals they've set out. Your job is to answer those questions (and other items as they occur to you) in a one-page minimum / two page maximum response

Reference no: EM1360106

Questions Cloud

Calculate the annual compound rate of growth : In 2004, a pound of apples cost $0.99, while oranges cost $1.14. Ten years earlier the price of apples was only $.72 a pound and that of oranges was $.55 a pound.

Explain important precedence relationships : Explain Important precedence relationships must be main-tained between assignments or activities in the program

Maslow theory-entering into business : Maslow's theory is also taught in other subjects, such as business. Why might it be important to understand this theory when entering into business?

Which functions perform assignment score to private member : Consider this class definition: class quiz { public: quiz( ); int f( ); int g( ) const; private: double score; }; Which functions can carry out an assignment score=1.0; to the private member variable score?

Making investment decision : You are about to sign up two new clients, a husband and wife, ages 60 and 57, respectively who are recently retired. All their assets are held jointly.

What is the normal force that the incline exerts on block : What is the normal force that the incline exerts on the block. find the acceleration of the block.

Show the equilibrium quantity of fish caught : Assume that average income in the world and the cost of catching fish are both equal to their initial values. Drag the vertical green line back and forth to show the equilibrium quantity of fish caught under these conditions.

Compute accounting rate of return : Mulligan Company, which is subject to a 30 percent income tax rate, is considering a $150,000 asset that will result in the following over its seven-year life:

Research various types of hard drives available from online : Research the various types of hard drives available from online and/or local retail computer stores.Make a chart of several different brands or models of 1 TB desktop hard drives.

User Account

All Pages