Define their characteristics and goals


Homework: Financial Research Report

Length: 6 to 8 pages

Financial Research Report (this is a two part homework. Only part one is needed now)

Introduction

Imagine that you are a financial manager researching investments for your client.

Define their characteristics and goals: John is a 32-year-old IT analyst working as a government contractor in a defense company. He is not married and has no kids and as such is a risk taker. He has $15,000 in savings, and owns his home, a moderately sized 2-bedroom condo and drives a late model VW STI, which is fully paid.

Next, research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client (Tesla, SmileDirectClub, or GW Pharmaceuticals). Your investment should align with your client's investment goals. (Note: Please ensure that you are able to find enough information about this company in order to complete this homework. You will create an appendix, in which you will insert related information.)

Format your homework according to the give formatting requirements:

1. The answer must be double spaced, typed, 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 homework, the course title, the student's name, and the date. The cover page is not included in the required page length.

3. Also include a reference page. The references and Citations should follow APA format. The reference page is not included in the required page length.

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Financial Management: Define their characteristics and goals
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