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Topic: Math Pretend that you are a financial advisor at a bank. you have three...

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adilyas | (Level 2) eNoter

Posted April 9, 2013 at 1:28 AM via web

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Topic: Math

Pretend that you are a financial advisor at a bank. you have three appointments today to talk to people about their investmnents. you have been provided with the profiles of three people. read the profiles , then decide what kind of investmnent would be best for each. justify your decisions.

1- jorge and anita10 years from retiremnent. they have no children , and both have good jobs. they have retend an appartmnent all their adult live, and have $ 500000 in savings

2- john is a college student who has a part-time job that covers his living expenses and leaves him $150/ month to invest.

3-agnes and joe have just bought a house. they have three young children, they both have good incomes, but neither works for a company that has a pension plan.

PS; types of investmnents( 1-savings,2-bonds,3-stocks, 4-real estate commodities,and collectables)

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