Case Study 1: The Reddings
Section 1: Introduction
Explain the relationship agreed upon
According to the CFP board, as your financial planner I have a duty of care that I must follow
throughout our relationship.
The number one guideline that I will fo
TEAM BALLOT ASSIGNMENT GUIDE
Instructions. Write down the name of each person in your group including yourself. Then, rate
each person by entering a score for each dimension of performance as defined on the next page.
Turn in yo
NOTES: Executive Summary Assignment:
Due: Friday, April 5th, 2013 by midnight
Page limit: 2 pages or less
IMPORTANT GUIDELINES TO FOLLOW. ANSWER EACH KEY SECTION WITH DETAIL.
MAKE APPLICAPLE TO FIANCIAL MANAGMENT
An executive summary provides an overview
October 23, 2012
On October 20th, 2012 I went on a late night run to Wal-Mart to grab a few items for work
and dinner. The store is located conveniently off of Bethel and Sawmill road down the road from
my residency. Aft
Anthony Lagani HW # 6 11/ 20/ 2012
RiskCAT Building Blocks For our last homework assignment of the semester, we were instructed to read and summarize the article titled RiskCAT: A Framework for Identifying Maximum Risk Thresholds in Personal Portfolios. T
Scenario: Your client is looking to purchase a 375K home. Create a monthly amortization table and an annual amortization table using the loan terms listed below. For the annual table, the calculation is still based on the monthly payments. Purchase Amount
1. Plan for 4 years of education at a local university for each of their 3 children
a. The children are ages 7, 3, and 1.
2. Spicers wish to be debt free within 6 years (excluding mortgages)
a. Discovery credit card has an ending balance o
Options are contracts to buy (sell) a specific asser as a specific price during a
Calls versus Puts
Call= Price to buy
Put= Right to sell
Exercise Price- Price at which security may be purchased (sold)
Premium- Cost of o