Posted: August 21st, 2022

Business Finance Discussion

 2  or more paragraph

Don't use plagiarized sources. Get Your Custom Essay on
Business Finance Discussion
Just from $13/Page
Order Essay

As previously noted, the Brocks have some of their investment portfolio in conservative stocks. These equities have had very slow growth while regularly paying a small dividend.

Pam and Josh have received several emails recently with suggestions about various biotechnology, retailing, and environmental companies. The investment advisers believe that these industries would provide an opportunity for strong long-term financial gains.

In recent years, the Brocks have made extensive use of mutual funds in their investment portfolio. However, they are concerned that their selection of the funds may not be coordinated. With over 9,200 different mutual funds available, this financial marketplace is confusing.

The Brocks start the evaluation process by connecting various types of mutual funds to their investments goals. Next, they assess the past performance and management of the funds. Finally, they talk with various financial advisers and other investors to gather additional information.

 

Life Situation

Pam, 43
Josh, 45
3 Children, ages 16, 14 and 11

Financial Data

Monthly income$4,900 / Living expenses$4,450/ Assets$262,700/ Liabilities$84,600/ Emergency Fund$5,000 

 Q1. According to Pam, “We both know we should have started our investment program sooner, but we always seemed to have ’emergencies’ that took what extra money we had.” To what extent should the Brocks invest in stocks as a major portion of their investment portfolio? 

Expert paper writers are just a few clicks away

Place an order in 3 easy steps. Takes less than 5 mins.

Calculate the price of your order

You will get a personal manager and a discount.
We'll send you the first draft for approval by at
Total price:
$0.00
Live Chat 1 7633094299EmailWhatsApp

Order your essay today and save 15% with the discount code WELCOME