Assignment: Investment Action Plan
1. Develop you or your family's short-term and long-term financial goals.
2. Create investment strategies and plans toward each of the identified goals.
3. Complete the assignment using the the format below
Instruction:
List 5 investment actions that are needed to fulfill your family's financial goals. Please be specific on the type of investment tools to use and make proper assumptions on the rate of return. Make sure to include time value of money in the process. Some common goals include retirement funds, vacation, and education fund.
Short-Mid-Term Goals (1-5 year)
Amount needed
(in today's dollars)
Time Horizon
Action Plans
Long-Term Goals (greater than 5-10 years)
Amount needed
(in today's dollars)
Time Horizon
Action Plans
Based on your risk tolerance level, life cycle stages and investment goals, write a one to two- page paper that addresses the following items:
1. Evaluating the adequacy of your current investments
2. Making recommendations on investment plan that will help you achieve your investment goals
Format your assignment according to the following formatting requirements:
1. The answer should be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
2. The response also includes a cover page containing the title of the assignment, the student's name, the course title, and the date. The cover page is not included in the required page length.
3. Also include a reference page. The Citations and references should follow APA format. The reference page is not included in the required page length.