DollarWise-InvtPlan - $55,827.65 Assumptions: No change in...

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Investment Proposal Client: Lou McAllister Risk tolerance score: 18 Advisor: Nadia Forrester Portfolio recommendation: Moderate Investment Plan: Monthly contribution (350.00) Number of years to invest 10 Forecasted annual interest rate 5.50% Projected value of plan at end of term
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Unformatted text preview: $55,827.65 Assumptions: No change in payment amount Annual interest rate is average rate over the life of the plan No withdrawals during the investment period Dollar Wise Financial Services...
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This note was uploaded on 10/17/2011 for the course CIS 106 taught by Professor Alice during the Spring '11 term at Community College of Philadelphia.

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