You will be working in a group of 4

You will be working in a group of 4.

• Select the profile of the prospective client you are going to be helping including: name (you make up), sex, married/single/divorced/widowed, number of children, net worth, occupation, salary, annual cost of living, financial goals.

Create a Powerpoint Presentation that gives the following and give a 10 minute presentation.

Part I

• Describe client current situation (profile that you selected).
• Identify at least 2 financial goals for the client and prioritize the highest goal.
• Identify the client risk tolerance.
• Identify how much money the individual will need to save each year to reach the first prioritized financial goal.
• Identify and recommend asset allocation ranges for at least 3 asset classes (e.g, large cap US, corporate bond, etc.). Determine the expected return of the portfolio using 10 year historical returns for the mutual fund investments and their respective weightings.
• Identify specific investments for each asset class identified above including mutual funds, ETFs . Discuss why you selected the investment and the costs associated with the funds.

Part II

• Provide information on the individual bond you selected describing maturity, coupon, current price you could buy it at and yield to maturity.
• Provide information on the dividend paying stock you selected and describe why you selected it including business and competitive position. Use the Dividend Growth model to indicate what value you believe the stock is worth and why this is a good time to buy this stock or if it is overvalued. Assume the return of the market is 6%. Use the current 10 year US treasury from yahoo finance for the risk free rate.
• Provide information on the growth paying stock you selected and describe why you selected it including business and competitive position. Use the comparables valuation model to indicate why this is a good time to buy this stock.