Preparation of a rough investment plan


Assume that you are 25 years old, are married with two young children, are renting a condo and have an annual income of 90,000. use the followiing questions to guide your preparation of a rough investment plan consistent with these facts.

A what are your key investment goals?

B How might personal taxes affect your investment plans? Use current tax rates to asses their impact.

C How might your stage in the life cycle affect the types of risk you might take?

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Business Management: Preparation of a rough investment plan
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