What investment strategies should dion promote to two women

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Reference no: EM131962307

Dion is a personal financial planner. With this job Dion spends all of his days making sure that investors, from employees to entrepreneurs, are choosing investments which fit their life plan and needs. Dion must be an expert in investment analysis and portfolio management if he is to keep his position in the field.Dion is currently working with two clients: a successful 25 year old and a 90 year old grandmother who is a retiree. He must make careful decisions for both. We will soon find that these decisions can be drastically different. It all begins with an investment analysis form to make sure he understands the goals of each party. When Dion talks with the 25 year old he sees passion. This young woman, graduating at the top of her class and moving on soon to be one of the top consultants in a business development firm, has success on her mind. She wants to maximize her investments to create the future she chooses to live. She is not afraid of risk because she has no family, mortgage payments, or other obligations. On the contrary, the 90 year old woman is concerned with stability. Her age keeps her from re-entering the work force. This woman wants to make sure that she can survive and leave what is left from her life to her children.

What investment strategies should Dion promote to the two women?

Reference no: EM131962307

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