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)
0 Answers | Be the first to answer
We’ve answered 319,380 questions. We can answer yours, too.Ask a question