Business Finance
School of Bussiness Mutual Fund Venture Plan for Betty Johnson Paper

SCHOOL OF BUSSINESS

Question Description

I’m stuck on a Business question and need an explanation.

Create a mutual fund investment plan for Betty Johnson, based on her cash flow surplus and available investment assets (cash flow analysis and financial profile provided). Use a report format that includes an analysis of her financial situation followed by recommendations that satisfy all of her financial objectives.

The report should be typed and include a cover page, brief introduction, and recommendations for each objective. Make sure you explain the reasons for your recommendations, e.g. “why” the fund is suitable for Betty given the circumstances. You also need to indicate the fees the client will be paying on mutual funds you recommend, including your compensation. Assume that deferred sales compensation (DSC) is no longer available.

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Final Answer

Oh myI had already completed the question. Now with this data, it is really a whole new thing and it means I have to do the question afresh. Lets agree on the additional amount you are willing to pay, then complete this question and place another one and only pay the extra we would have agreed on and I will work on it. Waiting for your responseGod bye

Running Head: MUTUAL FUND VENTURE PLAN FOR BETTY JOHNSON

Mutual Fund Venture Plan for Betty Johnson
Student Name
Institution affiliation
Date

1

MUTUAL FUND VENTURE PLAN FOR BETTY JOHNSON

2

Dear Betty,
Introduction
This report utilizes financial models to display an overview of your current financial
circumstance and delineations of potential direction your financials may take. Future financial
and economic situations are obscure and will change. The assumption utilized are illustrative of
financial and economic situations that could happen and are intended to advance a discourse of
proper activities that may be taken, presently or later on, to assist you with overseeing
furthermore, keep up your financial circumstance under variable conditions.
Examination of financial circumstance
We have made a financial plan to assist you to retire at t age of 62 years old and bear to send
your child, Sam, to school. In the wake of looking at the data you gave us in regards to your
income and expenses, we concocted the best answer for your financial future. We have chosen
gainful shared assets for your child's school, just as retirement ventures. We additionally have
discovered various techniques for setting aside cash for your retirement and future instruction for
your child.
We accept that there will be an incredible advantage to having a financially steady future. We
comprehend the cost of education will be incredible alongside the requirement for setting aside
cash for this to work financially.
Mutual funds that are appropriately diversified will have investme...

Cornell University

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