Premium Essay

Fin 420 Week 4 Learning Team Assignment Market Analysis Proposal

In: Other Topics

Submitted By uoptutors3
Words 302
Pages 2
FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal
To Buy This material Click below link http://www.uoptutors.com/FIN-420/FIN-420-Week-4-Learning-Team-Assignment-Market-Analysis-Proposal FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal
Your team is a Personal Financial Planning team. Your client has hired your firm to provide an overview of common investment options, explain the current financial environment, and recommend the most suitable investment options based on personal financial goals. Determine and agree on assumptions for your client’s personal goals and tolerance for risk (as you identified for yourselves in previous weeks; you may change or add goals, if desired).
Resources: Key websites from the margins of Focus on Personal Finance
Write a 1200- to 1,500-word proposal using MS Word® in which you address the following (each bullet should be a separate APA section header):
• List your client’s personal financial goals.
• Summarize the risk and return of three common investment options.
• Explain the current financial environment with regard to economic conditions, investment options, and your client’s personal financial goals.
• Describe the Investment Risk Tolerance of your client.
• Make a recommendation to your client as to which investment options would help your client reach his or her personal financial goals. (Collaborate on this first in the team forum with each member submitting one recommendation for discussion and agreement on the best one to include in the proposal.)
- Your proposal may be written to the client directly, or to the head of your firm to whom you report, as you choose.
- Include as a reference at least one of the Key websites from the margins in Ch. 1 of Focus on Personal Finance.
- Format your proposal and references consistent with APA guidelines.
For more Assignments…...

Similar Documents

Free Essay

Week 4 Learning Team

...When the learning team assignments were posted, each member of the team quickly began to communicate with each other and the ideas on effective strategies began to flow. We used the forum to gather our ideas as to the best way to communicate and share our ideas, and we all felt using the forum for all of the team communication would be the most effective way to keep everyone informed and accountable for the team projects. There was a mention of swapping phone numbers, but that has never had to happen. Living in different areas of the country and in different times zones would make any real time communication difficult, if not impossible for the team. Right from the start, we appointed leaders for each of the 4 weeks and began dividing up the work so that everyone would be participating equally. Different threads were created for different topics so that we would know exactly where the information we were looking for or needed to post belonged. Everyone has been very cooperative and attentive to the team and we have all been doing an equal share of the assignments. The team leaders for each week have been posting the required work for the week on the forum and the work is divided and assigned to each team member. The leaders also post their expectations of the team for that week and the deadlines for when they expect the work. Once the team leader has put together the final paper they have been posting it final on the forum for the rest of the team to review. All...

Words: 337 - Pages: 2

Premium Essay

Fin 370 Week 4 Team

...Caledonia Products Andrew Sisco, Michael Ponce, Vincent Clark, Donald Burrell FIN/370 March 25, 2013 Jim Triplett Caledonia Products Free Cash Flows or Accounting Profits Earned Caledonia is currently in the position of investigating a new product as well as the evaluation of several mutually exclusive projects. The project free cash flows are more important to focus on than mere accounting profits in this analysis process. The reason for this is that the cash flows show more of what is involved in relation to costs as well as profits. There will be significant costs in operating expenses as well as taxes and initial investments in equipment that should be considered in addition to the accounting profits generated from sales. When comparing this particular investment possibility to other projects the incremental cash flows below should provide a yearly projection of cash flows to compare against the other potential projects. Incremental Cash Flows – Year 1 to 5 |Project Revenue | |21 million |36 million |42 million |24 million |15.6 million | |($) | | | | | | | |Cost of Goods Sold| |12.6 million |21.6 million |25.2 million |14.4 million |10.8 million | |($) | | | | | ...

Words: 1014 - Pages: 5

Premium Essay

Week 6 Learning Team Assignment

...Week Six Learning Team Paper FIN/571 Foundations of Corporate Finance August 4, 2014 Week Six Learning Team Paper Peggy Parks worked as a building code auditor, saving money into her 401 (k) for retirement. But like every American citizen, her 401 (k) suffered a drastic reduction due to the economic downturn in 2007. Worried about her retirement, Peggy decided to invest in an alpaca business, due to a high return rate, rather than depend only on the financial market. She felt she had more control with a tangible asset, such as alpacas. Alpacas are well loved and can be kept as a pet or for breeding. They have the look of a llama because of their fleece. Many people use the fleece for clothing, such as sweaters and ponchos. It is light in weight, but warm. Alpacas have a demand all over the world, tax savings for those breeding, a deferral on capital gains until the alpaca is sold, tax write off for maintenance and feeding, and they are insurable. According to the video, her investment decision was based on research that proved to be profitable. She obtained a return of $15,000 in the first year for her initial $56,000 investment. Although Peggy had a return of 27% on her initial investment on the alpaca ranch, she could take advantage of capital strategies to maximize earnings. At first, Peggy could invest part if not all, of her remaining 401(k) balance on the ranch, which could be used to buy more alpacas and breed them. It is more advantage to her to invest on a......

Words: 641 - Pages: 3

Free Essay

Pol 443 Week 4 Learning Team Assignment Action Presentation

...This pack of POL 443 Week 2 Learning Team Assignment Influences Paper includes: Influences of Interest Groups and Other Entities Paper Political Science - General Political Science Learning Team Assignment: Influences Paper ·  Select two public policy issues. The issues must be actively engaged by at least two of these forces: o  Corporate community o  Upper class o  Liberal-labor coalition o  Elements of policy-planning network o  Political parties o  Special interest groups o  Political action committees ·  Select policy issues that have some degree of interrelationship to promote comparative analysis.  ·  Write a 2,450- to 2,800-word paper, including the following elements: o  Provide a brief summary of the issues. o  Provide a concise analysis of how these forces shape the public’s values and educate them. o  Describe the advantages the forces have over political parties and individuals in influencing public policy. o  Explain how issue networks function. Then describe how they influence public policy regarding these issues. o  Identify the force with the highest distribution of power over the issues. o  Consider who else has power over the issues. Provide examples. o  Provide a comparative analysis of your findings, addressing the following: ·  Do your findings indicate that the groups operate similarly across different policy issues? ·  How do differences in......

Words: 339 - Pages: 2

Free Essay

Sci 209 Week 4 Learning Team Assignment Outline

...This archive file includes SCI 209 Week 1 NOAA Activity Part One Ocean Exploration Geography - General Geography SCI 209 Week 4 SCI 209 Week 4 Individual Assignment Natural Ocean Disasters Paper Prepare a 700- to 1,050-word paper in which you explain the relationship between the ocean and the shoreline. Select and describe a naturally occurring ocean disaster that results from the relationship between weather and climate. Include the following in your paper: A minimum of one reference is required. What caused the natural event? Would the effects of this event be any different if it occurred at a high or low tide? If so how? How does this event change the wave action of the ocean? Which ocean currents (deep and surface) pass near or through the disaster impact area? Is the disaster affected by surface or deep ocean currents? If so, how? SCI 209 Week 4 Learning  Team Assignment Outline Begin working on the final Week Five assignment, NOAA Activity Final Section: Marine Adaptations. Create an outline of your presentation topics. This may be completed in Microsoft Word or in the Outline view inside of PowerPoint. Waves which are mainly caused by wind travel in little circles or orbs. Waves decrease in velocity as they enter the shore. The top of the wave is called a crest and the bottom is called a trough. The wave crest which will break as it enters the shore. You will view that in this week's animation. Surface waves......

Words: 383 - Pages: 2

Premium Essay

Week 4 Learning Team Reflection

... Week 4 Learning Team Reflection Faruque Ahamed, Siead Hasan, Ralph Kitson, and Sangeeta Walia-Chopra FIN/571 February 10, 2014 Beatrice Jones In Groton, Connecticut stands one of the largest industrial drug complexes on earth. The structure is 2.8 million square feet and it rests on a place of land that is approximately 160 acres of land. The site was designed to offer the best to drug researchers including flexible office space with mobile accommodations. Such a space offers 250,000 square feet of dedicated facilities that are designed to maximize drug research for profit (Pfizer, 2014). The building even saves money by being self-sustaining with electric car charging stations, micro-turbines and photo-voltaic cells. Research at the Groton facility is devoted to comparative medicine, drug safety, clinical trials, pharmaceuticals, medicinal chemistry, pharmacokinetics and medical dynamics. This entire profile is committedto a company that is unafraid to spend money to make billions in profits. Pfizer is the largest research based drug company in the world with 65 billion dollars in revenue (Pfizer, 2014). Pfizer invests heavily in developing their unique signature pharmaceutical products. For Pfizer a successful drug product has four phases. Phase one is approximately 100 million dollars of investment. Testing is done in labs for several years, from there it is then tested on a small sample population of healthy humans to determine its viability...

Words: 1164 - Pages: 5

Free Essay

Psych 625 Week 2 Learning Team Assignment Frequency Analysis

...PSYCH 625 Week 2 Learning Team Assignment Frequency Analysis To Buy this Class Copy & paste below link in your Brower http://www.homeworkregency.com/downloads/psych-625-week-2-learning-team-assignment-frequency-analysis/ Or Visit Our Website Visit : http://www.homeworkregency.com Email Us : homeworkregency@gmail.com PSYCH 625 Week 2 Learning Team Assignment Frequency Analysis PSYCH 625 Week 2 Learning Team Assignment Frequency Analysis To Buy this Class Copy & paste below link in your Brower http://www.homeworkregency.com/downloads/psych-625-week-2-learning-team-assignment-frequency-analysis/ Or Visit Our Website Visit : http://www.homeworkregency.com Email Us : homeworkregency@gmail.com PSYCH 625 Week 2 Learning Team Assignment Frequency Analysis PSYCH 625 Week 2 Learning Team Assignment Frequency Analysis To Buy this Class Copy & paste below link in your Brower http://www.homeworkregency.com/downloads/psych-625-week-2-learning-team-assignment-frequency-analysis/ Or Visit Our Website Visit : http://www.homeworkregency.com Email Us : homeworkregency@gmail.com PSYCH 625 Week 2 Learning Team Assignment Frequency Analysis PSYCH 625 Week 2 Learning Team Assignment Frequency Analysis To Buy this Class Copy & paste below link in your Brower http://www.homeworkregency.com/downloads/psych-625-week-2-learning-team-assignment-frequency-analysis/ Or Visit Our Website Visit : http://www.homeworkregency.com Email Us : homeworkregency@gmail...

Words: 2680 - Pages: 11

Free Essay

Psych 625 Week 3 Learning Team Assignment – Descriptive Analysis

...PSYCH 625 Week 3 Learning Team Assignment – Descriptive Analysis To Buy this Class Copy & paste below link in your Brower http://www.homeworkregency.com/downloads/psych-625-week-3-learning-team-assignment-descriptive-analysis/ Or Visit Our Website Visit : http://www.homeworkregency.com Email Us : homeworkregency@gmail.com PSYCH 625 Week 3 Learning Team Assignment – Descriptive Analysis PSYCH 625 Week 3 Learning Team Assignment – Descriptive Analysis To Buy this Class Copy & paste below link in your Brower http://www.homeworkregency.com/downloads/psych-625-week-3-learning-team-assignment-descriptive-analysis/ Or Visit Our Website Visit : http://www.homeworkregency.com Email Us : homeworkregency@gmail.com PSYCH 625 Week 3 Learning Team Assignment – Descriptive Analysis PSYCH 625 Week 3 Learning Team Assignment – Descriptive Analysis To Buy this Class Copy & paste below link in your Brower http://www.homeworkregency.com/downloads/psych-625-week-3-learning-team-assignment-descriptive-analysis/ Or Visit Our Website Visit : http://www.homeworkregency.com Email Us : homeworkregency@gmail.com PSYCH 625 Week 3 Learning Team Assignment – Descriptive Analysis PSYCH 625 Week 3 Learning Team Assignment – Descriptive Analysis To Buy this Class Copy & paste below link in your Brower http://www.homeworkregency.com/downloads/psych-625-week-3-learning-team-assignment-descriptive-analysis/ Or Visit Our Website Visit : http://www.homeworkregency.com...

Words: 2679 - Pages: 11

Free Essay

Fin 370 Learning Team Week 4

...Learning Team B Summary/Reflection University of Phoenix Finance For Business FIN/370 XXX XXXXX Learning Team B Summary/Reflection Introduction In week four we covered various topics such as Capital structure, market capitalization, the effects of financing strategies on capital cost, and discussed differences of leasing vs. buying and how the there are requirements that financial companies are incompliance. We were also asked to calculate favorable and unfavorable financial leverage and interest. XXXX In week four of FIN/370, I learned many things related to financing and capital budgeting structure. We talked SOX and the requirements that the SEC sets forth for organizations to ensure financial compliance. This was a topic that I had quite a bit if firsthand knowledge with because when out SOX was first introduced our organization took it seriously and each employee of the company from the top down was responsible to attend the training and would be held accountable for their actions at every level of the organization. We also had good discuss about lease versus purchase and which option is better for individuals. It was interesting to see the different outlooks and opinions that other people had relating to whether they preferred leasing or purchasing. We had our week four calculation problems again which I struggled with several of them this week but not quite as many as the week before.  I have watched the videos and utilized other sources to answer the......

Words: 874 - Pages: 4

Premium Essay

Week 4 Learning Team

... Week 4 Learning Team Reflection Anitra Stephens, April Bates, Calvin Beidleman, Nikki Torres, Raymond Wentler, Sean Lechman, Russell Wall FIN/571 April 13, 2015 Gurpreet Atwal Week 4 Learning Team Reflection Introduction Stock valuation is needed to ensuring the value of an organization’s stock and worth in the industry. There are various measuring methods that organizations can use to determining and establishing the value. Some of the methods and the reason for valuation have been identified below. Stock types and bonds: The stock valuation video covered the different types of stocks and well as bonds. There are common stocks and preferred stocks. Preferred stocks are considered to be a hybrid between a common stock and a bond. This form of stock will have no maturity and can be sometimes redeemable. A common stock is when an individual purchases a share of an organization and they own that share until they want to sell their share for the market value. A debt or a bond is another form of investment that private investors can use. A bond is a contract which has a set time period, as well as set cash flows. Once the bond is matured then the investor will receive their set return amount, although investors who have bonds will receive their return on investment before the stockholders. Assumptions and Indexes: Assumptions made on the valuation of a stock or company’s value in the future are crucial when determining the future value of a company based on its......

Words: 574 - Pages: 3

Free Essay

Fin 324 Week 5 Learning Team Assignment Investor Profile Paper

...FIN 324 Week 5 Learning Team Assignment Investor Profile Paper Get Tutorial by Clicking on the link below or Copy Paste Link in Your Browser http://hwguiders.com/downloads/fin-324-week-5-learning-team-assignment-investor-profile-paper/ For More Courses and Exams use this form ( http://hwguiders.com/contact-us/ ) Feel Free to Search your Class through Our Product Categories or From Our Search Bar (http://hwguiders.com/ ) Two lenders Sears and Roebuck use are HSBC Bank USA, National Association, and CitiCard. HSBC Bank USA, National Association is a bank that operates out of New York City with it s head office in Mclean Virginia (“RENAISSANCERE HOLDINGS LTD 2007). The bank is chartered in the National Bank Act and the Office of the controller of the currency, which is a part of the US Department of the treasury, regulates this bank (“8-K: HSBC USA INC /MD 2007). Sears credit card business is operated by CitiCard the world’s largest provider of credit cards. The investment back that Sears and Roebuck use to issue stock is Citi Bank. An investment back its job is to raise capital for Sears. Citi Bank sells securities to public investors in order to do this. The securities can come in the form of bonds or stocks. An investment bank performs two functions; mergers and acquisitions advisory and underwriting. The mergers and acquisitions side of the corporate finance, bankers perform the negotiating and mergers between two companies. Underwriting involves the......

Words: 5329 - Pages: 22

Free Essay

Fin 515 Uop, Fin 515 Phoenix, Fin 515 Uophelp, Fin 515 Week 3, Fin 515 Individual Assignment , Fin 515 Learning Team Assignment, Fin 515 Product, Fin 515 a Graded , Fin 515 Summary, Fin 515 Study Guide, Fin 515

...FIN 515 UOP, FIN 515 Phoenix, FIN 515 UOPhelp, FIN 515 Week 3, FIN 515 Individual Assignment , FIN 515 Learning team Assignment, FIN 515 Product, FIN 515 A Graded , FIN 515 Summary, FIN 515 Study Guide, FIN 515 Questions , FIN 515 Answered , FIN 515 Solution, FIN 515 Final Guide, FIN 515 Final Exam, FIN 515 A++ Work, FIN 515 A Graded, FIN 515 Homework, FIN 515 help, FIN 515 week 1 DQ, FIN 515 week 2 DQ, FIN 515 week 3DQ, FIN 515 week 4 DQ, FIN 515 week 5DQ, FIN 515 week 6 DQ, FIN 515 week 1 Assignment, FIN 515 week 2 Assignment, FIN 515 week 3Assignment, FIN 515 week 4 Assignment, FIN 515 week 5 Assignment, FIN 515 All Individual and Learning Team Assignments, FIN 515 Full Course , FIN 515 Whole Class FIN 515 Entire Solution, FIN 515 University of Phoenix Learning Team Assignment, FIN 515 Checkpoint, FIN 515 All Weeks , FIN 515 Week 1-5, FIN 515 Axia College, FIN 515 online class, FIN 515 week 3DQ, FIN 515 week 4 DQ, FIN 515 week 5DQ, FIN 515 Syllabus, FIN 515 Version, FIN 515 Week 1, FIN 515 Week 2, FIN 515 Week 3, FIN 515 Week 4, FIN 515 Week 5, FIN 515 week 1 DQ, FIN 515 week 2 DQ,, FIN 515 week 2 Assignment, FIN 515 week 3Assignment, FIN 515 week 4 Assignment, FIN 515 Week 1-6, FIN 515 Assignment, FIN 515 DQs, FIN 515 Week, FIN 515 Complete Course, FIN 515 Entire Class, FIN 515 Whole Tutorial, FIN 515 Work, FIN 515 final Project, FIN 515 Material, FIN 515 tutorial, FIN 515 Complete......

Words: 408 - Pages: 2

Free Essay

Fin 403 Week 3 Learning Team Assignment Foreign Exchange and Derivatives Market Paper

...FIN 403 Week 3 Learning Team Assignment Foreign Exchange and Derivatives Market Paper To Buy This material Click below link http://www.uoptutors.com/FIN-403/FIN-403-Week-3-Learning-Team-Assignment-Foreign-Exchange-and-Derivatives-Market-Paper FIN 403 Week 3 Learning Team Assignment Foreign Exchange and Derivatives Market Paper Resource: Investment Decision Selection Paper Prepare a 1,750-2,450-word paper. Analyze the impact of the foreign exchange and derivatives markets on your organization and countries in which the organization is considering expansion. Describe the impact of exchange rate convertibility, bid-ask spreads, real exchange rates, and the interest rate parity on the relative investment attractiveness of the countries in your scenario. Answer the following questions in your paper: Does purchasing power parity hold? What is its significance? What happened to the value of the real exchange rate over time? What is the significance of this change in value? What are bid-ask spreads for each currency? Include your calculations. What are implications of the absence or presence of a forward exchange market? Does interest rate parity hold? What is its significance? What international arbitrage opportunities exist in your organization? How may the organization take advantage of these for profit? Cite data sources you used for calculations. If you used an electronic source, include the URL. If you used a print source, attach a copy to your paper. Format......

Words: 260 - Pages: 2

Premium Essay

Fin 403 Week 5 Learning Team Assignment Direct Foreign Investment Decision Proposal Paper

...FIN 403 Week 5 Learning Team Assignment Direct Foreign Investment Decision Proposal Paper To Buy This material Click below link http://www.uoptutors.com/FIN-403/FIN-403-Week-5-Learning-Team-Assignment-Direct-Foreign-Investment-Decision-Proposal-Paper FIN 403 Week 5 Learning Team Assignment Direct Foreign Investment Decision Proposal Paper Prepare a 5,250- to 7,000-word proposal in which you select the optimal financing and investment strategy for your scenario. Include the following information in your proposal: Identify which country you chose and why. Identify foreign exchange rate data. Use foreign exchange and cost of capital data to determine appropriate capital sources. Conduct a sensitivity analysis, based on the following questions: What if funds are blocked? How does this affect the parent organization? What if the subsidiary provided funds? How does the source of capital affect the subsidiary and parent organization? What sources of capital would minimize the cost of capital to the subsidiary? What happens if the country you chose provides incentives to invest? Now that your organization is profitable, the country is taking incentives back. How do you determine the residual value at the end of the project life? How is the value of an organization determined from the following perspectives? Expiration of project life Friendly or unfriendly buyout Economic decision to change locations Nationalization or confiscation of organization Identify......

Words: 346 - Pages: 2

Free Essay

Fin 420 Week 5 Learning Team Assignment Evaluate a Financial Plan

...FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan To Buy This material Click below link http://www.uoptutors.com/FIN-420/FIN-420-Week-5-Learning-Team-Assignment-Evaluate-a-Financial-Plan FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan Your team is a Personal Finance Planning team. The head of your firm has asked you to create a draft of certain sections of a new company training manual relating to evaluation of a financial plan, including determining personal insurance needs, comparing loan options, adjusting asset allocation relative to personal financial goals, and calculating the present and future value of money saved. Write a 1200- to 1,500-word paper using MS Word® in which you explain how to evaluate a financial plan and conduct a personal financial analysis using relevant financial tools and data. Include in your paper the following (each bullet should be a separate APA section header): •    Determining personal insurance needs of clients in different situations; justify your reasoning. •    Comparing elements of fixed-rate and adjustable-rate loans, including benefits and risks of each. •    Making a recommendation as to which loan is most appropriate based on the personal financial goals of clients in different situations; justify your reasoning. •    Adjusting asset allocation relative to the personal financial goals of clients in different situations; provide your rationale. •    Calculating the present and future value......

Words: 262 - Pages: 2