Homework
Life situations:
• Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.
Create a 700 to 1,050 words analysis in which you do the following:
1) Describe the risk tolerance and recommended asset allocation to match that risk for each of the life situations selected.
2) Develop an investment portfolio that meets their needs.
3) Consider and recommend any insurance that is appropriate, and any estate planning tools necessary to protect the family and their assets.
Format your homework 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 homework, 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.