FIN447 Importance of Risk Tolerance & Retirement Planning Assignment

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Xvc254

Business Finance

fin447

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Consult with your interviewee to discuss various stocks, bonds, mutual funds and annuities. Please get his or her opinion on these products. Compare their opinion to your own. What were some of the differences as well as similarities in the opinion of these products?

Consult with your interviewee to discuss the importance of risk tolerance.

  • What role does risk tolerance play in their recommendations to their clients?
  • What role does risk tolerance play in your selection of investment products?

Consult with your interviewee and get their opinion on retirement planning.

  • What is your opinion of retirement planning? How long will you work?
  • What factors does your interviewee consider important in retirement planning?
  • What factors do you consider important in retirement planning?
  • What were some of the differences as well as similarities in the opinion of these factors?

*What did you learn from this assignment?

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