Albreit Doghut, a portfolio manager of the Danielson Financial Group meets with Kristina Teqward, a client,  to discuss investments objectives and constraints to be reflected in an Investment Policy statement. Albreit Doghut established that Kristina Teqward:   pursues a long, comfortable retirement where she seeks to have little compromise in her lifestyle or concerns regarding her financial future plans to retire from her job in 10 years, after which this portfolio will be her primary source of income given that annual pension is expected to be relatively low.  all capital gains are taxed at 20% and ordinary income - at 30%.   To complete the assessment of investment constraints, Albreit Doghut still needs to inquire about Kristina Teqward's: Select one or more: tax concerns unique needs time horizon liquidity needs

Lindsay is 25 years old and has a new job in web development. She wants to make sure that she is financially sound in 30 years, so she plans to invest the same amount into a retirement account at the end of every year for the next 30 years. Note that because Lindsay invests at the end of the year, there is no interest earned on the contribution for the year in which she contributes. (a) Construct a data table that will show Lindsay the balance of her retirement account for various levels of annual investment and return. If Lindsay invests $14,000 at a return of 9% how much will she have (in dollars) in her retirement account at the end of 30 years. (Round your answer to the nearest dollar.) $ 790582 X (b) Develop the two-way table for annual investment amounts of $5,000 to $20,000 in increments of $1,000 and for returns of 0% to 12% in increments of 1%. Using the table, what are the minimum annual investments Lindsay must contribute (in dollars) for annual rates ranging from 7% to 11%…

As an analyst for a big technology company. The company has decided that this is the time to retire some of its debt. The company has decided the best way to do this is if us government bonds are used to match the principle as well as the interest payments on the liabilities chosen. Set up a strategy to accomplish this showing your work and discussion your result.  do you think this process is reasonable and why/whynot?   September 2019     $4,500,000 September 2020.    $5,050,000 September  2021.   $3,750,000 September 2022     $6,450,000   The Government debt  1.50% coupon due September 2019 1.75% coupon due September 2020 2.35% coupon due September 2020 2.6% coupon due September 2021

Assume you wrote up a proposal requesting $5000 for charity. The money would be used to buy food that volunteers (employees from the company) would distribute to the homeless on Saturday. The proposal is approved and you receive the money. However, the CEO comes to you and asks, "What will be the return on the investment?" How would you reply?

Cardinal Bear has come to you for advice regarding a potential investment. He is willing to spend $500,000 to purchase a basketball equipment manufacturer and is hoping to generate $50,000 a year from the investment. The owners have been looking to sell the company since 2017.  Mr. Bear doesn’t have all of the information, but he does have the financial statements for the last two years. Based on the information, prepare a one-page report to Mr. Bear.