Notes On Fundamentals And Fundamentals

1303 WordsSep 4, 20156 Pages
Complete Name: Unit 4 Student Name: Evans, Renee Antionette ********************************************************************************************************** 1. FUNDAMENTALS & STOCKS ********************************************************************************************************** 2. Investing Fundamentals First Budget: Investing in Stocks: ********************************************************************************************************** 3. The Garners ' take-home pay is over $4,500 a month. Yet, after all expenses are paid, there is only a $220 surplus each month. Based on the information presented in this case, what expenses, if any, seem out of line and could be reduced to increase the surplus at the end of each month? Student Answer: Based on the information presented in this case, the expenses that seem out of line and could be reduced to increase the surplus at the end of each month are:1. Gifts and donations2. family clothing allowance? Correct Answer: n/a ********************************************************************************************************** 4. Given that both Joe and Mary Garner are in their mid-30s and want to retire when they reach age 65, what type of investment goals would be most appropriate for them? Student Answer: I believe that they should come up with reasonable goals such as: `The level one Investments` I strongly believe that they should play it safe starting out and as they receive
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