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    Scenarios

    Using the four basic investment concepts discussed in this week’s Lecture Notes along with your research of common stocks and bonds; determine and present a suitable strategy for each of the following client:

    You are a Financial Planner and have just completed two appointments with potential clients. The first client was a young married couple expecting their first child. The second client was a couple in their mid-60’s who are getting ready to retire.. (Hint: You are recommending a model for selecting appropriate investments, not specific stocks or bonds. Applying more than one concept may be appropriate for your client.) Defend your strategy with a brief explanation of how your clients benefit with the recommended approach.

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