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FIN 402 GUIDE Introduction Education--fin402guide.com

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FIN 402 GUIDE Introduction Education--fin402guide.com

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  1. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com

  2. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

  3. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan Carolyn Bowen, who just turned 55, is employed as an administrative assistant for the Xcon Corporation, where she has worked for the past 20 years. She is in good health, lives alone, and has two grown children. A few months ago her husband died, leaving her with only their home and the proceeds from a $75,000 life insurance policy.

  4. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy? FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds

  5. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 1 Assignment Case Problem 2.1Dara’s Dilemma: What to Buy? • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 2.1Dara’s Dilemma: What to Buy? Dara Simmons, a 40-year-old financial analyst and divorced mother of two teenage children, considers herself a savvy investor. She has increased her investment portfolio considerably over the past five years.

  6. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account Ravi Dumar is a stockbroker who lives with his wife, Sasha, and their five children in Milwaukee, Wisconsin. Ravi firmly believes that the only way to make money in the market is to follow an aggressive investment posture—for example, to use margin trading.

  7. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 3.1 The Perezes’ Good Fortune Angel and Marie Perez own a small pool hall located in southern New Jersey. They enjoy running the business, which they have owned for nearly three years. Angel, a retired professional pool shooter, saved for nearly 10 years to buy this business, which he and his wife own free and clear.

  8. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds The Reverend Mark Thomas is the minister of a church in the San Diego area. He is married, has one young child, and earns a “modest income.” Because religious organizations are not notorious for their generous retirement programs, the reverend has decided he should do some investing on his own.

  9. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 2 Assignment Asset Classes Paper • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN402 Week 2 Assignment Asset Classes Paper

  10. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right • FOR MORECLASSES VISIT • www.fin402guide.com • Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right? Walt Davies and Shane O’Brien are district managers for Lee, Inc. Over the years, as they moved through the firm’s sales organization, they became (and still remain) close friends.

  11. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 4.1 Coates’s Decision On January 1, 2017, Dave Coates, a 23-year-old mathematics teacher at Xavier High School, received a tax refund of $1,100. Because Dave didn’t need this money for his current living expenses, he decided to make a long-term investment.

  12. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 2 Assignment Case Problem 4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d) • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision FIN 402 Week 2 Assignment

  13. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision Over the past 10 years, Molly O’Rourke has slowly built a diversified portfolio of common stock. Currently her portfolio includes 20 different common stock issues and has a total market value of $82,500.

  14. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 5.2 Susan Lussier’s Inherited Portfolio: Does It Meet Her Needs? Susan Lussier is 35 years old and employed as a tax accountant for a major oil and gas exploration company. She earns nearly $135,000 a year from her salary and from participation in the company’s drilling activities. An expert on oil and gas taxation, she is not worried about job security

  15. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d) • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance Mary and Nick Stalcheck have an investment portfolio containing four investments. It was developed to provide them with a balance between current income and capital appreciation.

  16. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 6.1 Sara Decides to Take the Plunge Sara Thomas is a child psychologist who has built a thriving practice in her hometown of Boise, Idaho. Over the past several years she has been able to accumulate a substantial sum of money.

  17. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 Assignment Case Problem 6.1, 6.2, 7.1, 7.2, 8.1, 8.2, 9.2 • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends FIN 402 Week 3 Assignment Case

  18. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends Wally Wilson is a commercial artist who makes a good living by doing freelance work—mostly layouts and illustrations—for local ad agencies and major institutional clients

  19. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 Assignment Case Problem 7.2 Doris Looks at an Auto Issue • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 7.2 Doris Looks at an Auto Issue Doris Wise is a young career woman. She lives in Phoenix, Arizona, where she owns and operates a highly successful modeling agency. Doris manages her modest but rapidly growing investment portfolio, made up mostly of high-grade common stocks.

  20. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 Assignment Case Problem 8.1 Chris Looks for a Way to Invest His Wealth • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 8.1 Chris Looks for a Way to Invest His Wealth Chris Norton is a young Hollywood writer who is well on his way to television superstardom. After writing several successful television specials, he was recently named the head writer for one of TV’s top-rated sitcoms.

  21. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 Assignment Relative Performance Paper • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN 402 Week 3 Assignment Relative Performance Paper

  22. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 AssignmentCase Problem 7.1 Some Financial Ratios Are Real Eye-Openers • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 7.1 Some Financial Ratios Are Real Eye-Openers Jack Arnold is a resident of Lubbock, Texas, where he is a prosperous rancher and businessman. He has also built up a sizable portfolio of common stock, which, he believes, is due to the fact that he thoroughly evaluates each stock he invests in.

  23. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 AssignmentCase Problem 8.2 An Analysis of a High-Flying Stock • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 8.2 An Analysis of a High-Flying Stock Marc Dodier is a recent university graduate and a security analyst with the Kansas City brokerage firm of Lippman, Brickbats, and Shaft. Marc has been following one of the hottest issues on Wall Street, C&I Medical Supplies, a company that has turned in an outstanding performance lately

  24. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 3 AssignmentCase Problem 9.2 Deb Takes Measure of the Market • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 9.2 Deb Takes Measure of the Market Several months ago, Deb Forrester received a substantial sum of money from the estate of her late aunt. Deb initially placed the money in a savings account because she was not sure what to do with it.

  25. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com • FIN 402 Week 4 Assignment Case Problem 10.1 Max and Veronica Develop a Bond Investment Program • FOR MORE CLASSES VISIT • www.fin402guide.com • Case Problem 10.1 Max and Veronica Develop a Bond Investment Program Max and Veronica Shuman, along with their teenage sons, Terry and Thomas, live in Portland, Oregon. Max is a sales rep for a major medical firm, and Veronica is a personnel officer at a local bank. Together they earn an annual income of around $100,000.

  26. FIN 402 GUIDE Assignments Introduction Education--fin402guide.com

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