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Elementary,High School,College,University,PHD
| Teaching Since: | May 2017 |
| Last Sign in: | 356 Weeks Ago, 2 Days Ago |
| Questions Answered: | 20103 |
| Tutorials Posted: | 20155 |
MBA, PHD
Phoniex
Jul-2007 - Jun-2012
Corportae Manager
ChevronTexaco Corporation
Feb-2009 - Nov-2016
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Part One: (discussion) Stocks vs Bonds
Discuss three commonalities between stocks and bonds. Discuss three differences. If you were a business owner, would you prefer to issue stocks or bonds to raise money? Why? If you were an investor, would you prefer to own stocks or bonds? Why?
Needs to be 150 words
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Part Two: (Course Project - Savings and Investments Presentation)
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For this part of the course project, you will demonstrate the best use of savings and investment processes.
In your role as a financial advisor at Eagle Consulting, you will be meeting a potential customer, Keith Jones. Mr. Jones is 35 years old, married with two children, and would like your help in planning a long-term investment strategy with the $100,000 he has to invest. In advance of your meeting, you decide to create a PowerPoint presentation that will educate Mr. Jones on how stocks and bonds are valued, as well as provide a guide to stock and bond investing.
To complete this assignment, do the following:
The presentation should include the following slides and accompanying lecture notes. The slide content should be brief and include supporting images or diagrams where appropriate. Use the Notes area beneath each slide to put the accompanying speach notes for the slide.
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Slide |
Content |
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1 |
Title Slide |
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2 |
Slide Content: List of primary benefits of stock investing
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3 |
Slide Content: List of primary risks of stock investing
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4 |
Slide Content: List of primary benefits of bond investing
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5 |
Slide Content: List of primary risks of bond investing
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6 |
Slide Content: Explanation of bond valuation techniques
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7 |
Slide Content: Step-by-step example of a bond valuation technique using numbers
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8 |
Slide Content: Explanation of one stock valuation technique
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9 |
Slide Content: Step-by-step example of the stock valuation technique using numbers
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10 |
Slide Content: Recommended portfolio of stocks and bonds for Mr. Jones's situation
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