Business Finance
B230 Rasmussen College Mod 3 Savings and Investment Processes Assignment

Principles of Finance B230 FIN1000

Rasmussen College

Question Description

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:

  1. Refer to theEagle Consulting Info Sheetyou downloaded in the first part of this course project
  2. Develop a 10-screen PowerPoint presentation with accompanying lecture notes that explains the following concepts:
    1. Bond valuation techniques
    2. Stock valuation techniques
    3. Comparison of stock and bond investing

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 lecture notes for the slide.

Slide

Content

1

Title Slide

2

Slide Content: List of primary benefits of stock investing

Lecture Notes (100-150 words)

  • Explain each identified benefit.

3

Slide Content: List of primary risks of stock investing

Lecture Notes (100-150 words):

  • Explain each identified risk.

4

Slide Content: List of primary benefits of bond investing

Lecture Notes (100-150 words)

  • Explain each identified benefit.

5

Slide Content: List of primary risks of bond investing

Lecture Notes (100-150 words):

  • Explain each identified risk.

6

Slide Content: Explanation of bond valuation techniques

Lecture Notes (100-150 words):

  • Discuss the importance for investors of understanding bond valuation techniques.

7

Slide Content: Step-by-step example of a bond valuation technique using numbers

Lecture Notes (100-150 words):

  • Explain the bond valuation technique.
  • Explain how changing the variables in the example may change the value of the bond.

8

Slide Content: Explanation of one stock valuation technique

Lecture Notes (100-150 words):

  • Discuss the importance for investors of understanding stock valuation techniques.

9

Slide Content: Step-by-step example of the stock valuation technique using numbers

Lecture Notes (100-150 words):

  • Explain the stock valuation technique.
  • Explain how changing the variables in the example may change the value of the stock.

10

Slide Content: Recommended portfolio of stocks and bonds for Mr. Jones's situation

Lecture Notes (100-150 words):

  • Explain the reasoning behind this recommendation.

Unformatted Attachment Preview

Introduction to Eagle Consulting and Financial Services, Inc. Eagle Consulting and Financial Services is a company offering a range of financial advisory and consulting services to individuals and business. Eagle focuses on solving clients’ most challenging issues with a cross-disciplinary approach that encompasses everything from enterprise improvement and financial advisory services to information management, leadership and organizational effectiveness, and turnaround and restructuring. Eagle’s vast experience and specialized expertise enables the company to serve a wide range of businesses and industries, whether they are healthy, challenged, or distressed, as well as business owners and other individuals. Services for Individuals The Wealth Management team at Eagle works with individuals to deliver services and solutions that help build, preserve, and manage wealth. The mission of every financial advisor is to understand the aspirations of each and every client and help them achieve their goals. Services provided to individual investors include: • • • • • Wealth planning Investment management Cash management Lending solutions Estate planning Services for Businesses The Business Advisory team specializes in a wide array of enterprise-wide solutions. The team tailors their services to the specific needs of the client, whether addressing an isolated business challenge; integrating resources across departments, divisions or continents; or serving in interim leadership roles to steer a firm through a period of change. The Eagle suite of services address all aspects of the business life cycle to help clients overcome complex operational and financial issues, uncover new opportunities, minimize risk, and maximize value. Services provided to businesses include: • • • • • Enterprise improvement Financial advisory services Information management Leadership and organizational effectives Turnaround and restructuring ...
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Final Answer

The file below contains complete work of your assignment. If you need any clarification please let me know. Thank you.

Savings and Investment
Institutional Affiliations
Name
Date

Primary Benefits of Stock Investing















The following are the primary benefits of stock investing:
❖ Investment Gains
❖ Diversification
❖ Ownership
❖ Dividend Income
Investment Gains
Investing stock gives you a chance to increase your money over a period of time.
In most cases, stock market value increases although individual stocks can rise or fall.
To avoid loss one should invest companies that are more stable. In other words, one should analyze stock beta
value before investing.
Diversification
Stock market values change independently to other forms of investments.
Stocks can help a lot in case one looses in other investments and there is potential for large gains.
Ownership
Buying stocks of a company gives one an opportunity to have an ownership stake in the company. This means the
benefits the business owner enjoy you also enjoy them.
Dividend Income
In some cases, stocks provide income through dividends.
This kind of income may come annually even if the stock lost value (Mladjenovic, 2016).

Primary Risks of Stock Investing
















The following are the primary risks of stock investing:
❖ Commodity Price Risk
❖ Headline Risk
❖ Rating Risk
❖ Obsolescence Risk
❖ Detection Risk
❖ Legislative Risk
Commodity Price Risk
Commodity price risk is associated with the risk of a deviation in prices of commodities in a particular business.
Companies benefit when prices go up and loose when they drop.
Headline Risk
Headline risk ...

Engr_Audrey (4061)
UIUC

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