Preparing Financial Advice For Owen Money

Daily economic activities have an important influence on personal financial planning. In our society, the forces of supply and demand play an important role in setting prices. Economics is the study of how wealth is created and distributed. By doing my research, I found that each economic situation would affect me at a personal level.

Over the course of the previous and current semester I have had the opportunity to experiment with investing on a level that I have never been able to before. Using Stock Trak, I was able to try out various methods of investing that I normally would not have had the chance to do. Using the $500,000 dollars that Stock Trak starts you off with, I had the opportunity to invest in options, futures, high end mutual funds, and bonds. I have learned a bit through this experience that will benefit me for the rest of my life. Although it was not a perfect experience; and there was more I wish I would have gained, there is no doubt that I will benefit from this experience. For the rest of this paper, I will be discussing how I used Stock Trak, the things I would have changed, what I learned, and how I plan to apply this experience to the rest of my life.

This paper will assess my ability to maximize my personal return on investment with an allocation of $1,000,000. The overall goal of this exercise is to obtain the highest return possible within the next 12 months. I am limited to the following asset classes for allocation of all investments:

1. Describe two examples of important things that financial planning skills can help you do, and explain why these things are important to you personally. (4-6 sentences. 2.0 points)

This course provides an overview of the elements necessary for effective personal financial planning and the opportunity to apply the techniques and strategies essential to this understanding. Primary areas of study include creating and managing a personal budget, understanding and paying taxes, working with financial institutions, wise use of credit cards and consumer loans, financing automobiles and homes, and the use of insurance for protecting one’s family and property.

This is one of a series of documents produced by David A Palmer as a guide for managers on specific financial topics to assist informed discussion. Readers should take appropriate advice before acting upon any of the issues raised.

Many professionals, young and old, are looking at investing their money in different areas. Some would choose investing on a start-up or banking it all on mutual funds. But there is one way people can invest their money for the “Betterment.”

I’m writing to give you some recommendations on your investment strategy on behalf of the College of Business Administration of Kent State University.

Cash Flow Planning will help you understand where your income is going and give you a better idea of your expenses. Your cash flow planning should be realistic and paint a clear picture.

In order to achieve anything in life, the person needs to set goals and clear planning that allow him to reach it.in this case , Alice sat goals for herself that she aims to achieve ,which are : pay off student loan ,buy a house and save for children’s education, accumulate assets, retire ,travel around the world in a sailboat. In order to do the right steps and choices she Assessed her current situation that showed different and important aspects of her financial life including assets, debts, incomes, and expenses. her assets and debts shows her annual incomes and expenses shows how possible her goals are and whether she is making progress toward them.

This workbook is a guide for financial planning that anyone can use for his or her own lives. David Bach gives ten steps and coaches the reader as they work towards planning for the future and “living richer”.

EXECUTIVE SUMMARYMerrill Finch Incorporated is a large financial services corporation. As a newly hired financial planner for the company, I have been assigned the task of investing $100,000 for a client. The investment alternatives have been restricted to five options: T-Bills, High Tech, Collections, U.S. Rubber, Market portfolio, and a 2-Stock portfolio.

Portfolio Selection Author(s): Harry Markowitz Source: The Journal of Finance, Vol. 7, No. 1 (Mar., 1952), pp. 77-91 Published by: Blackwell Publishing for the American Finance Association Stable URL: http://www.jstor.org/stable/2975974 . Accessed: 23/06/2011 20:52

(f).This statement implies that Peter Lynch has vast experience in investment and his recommendation holds a lot of weight. His vast experience in investment greatly informs his decisions and chances of success stand high when one takes on his advice. The success Peter Lynch has experienced in investment makes his a good adviser and makes his advice worth taking. Ignoring him might come at a great cost for the new investors in the sector.

I’m a tertiary-educated professional in my mid-twenties with a secure job. My auntie LuLu has left me with $500 000 as an inheritance. However I have to use all of this inheritance for investment at least for a 3 year period. As an investment profile I am a moderate investor who likes to take both low and high risk. In this report I would be applying justification on the four key investment areas which are term deposits, managed funds, property and shares. I will be explain the advantages and disadvantages on these investment areas and how my investment portfolio matches my investment profile.