Pam Jenkins recently married Josh Brock. Pam continues to
What did you put your additional funds into and why?
I put my additional funds into my current stocks because they have been fantastic or me. I went for a 3%
gain to a 7% gain in only a week. I feel that these companies, and silver, will continue t
Based on your portfolio decisions, and the research you did above, describe and discuss your personal
Risk Tolerance as an investor.
For fun I took a quiz on what my risk is and I got high risk. I dont necessarily disagree with that; I am
willing to loss
Mutual Fund Summary
Did this fund earn above average returns, given its category, in: 2014? _no_
Does this fund have an expense ratio less than the category average? _yes_
Does this fund charge a commission? _5.75% initial_
In how m
Projected Monthly Income Statement
Date: Year Ended December 21, 2014
Calculate Annual Taxable Income
Less Standard/Itemized Deduction
Less Personal Exemptions
Plus Other Income
Annual Taxable Income
Pam and Josh have grown due to different events that have happened in their lives. They are now at a
point in their life where they need to figure out their investment portfolio. Although the Brocks have
made extensive use of mutual funds in their investm
Question 1 (1 point) Question 1 Unsaved
For each of the following, select items in the list (may be more than one) that are tax deductions.
Question 1 options:
a) Charitable donations
b) Child care costs
c) State personal income taxes paid
Living on commission is extremely hard to deal with. You never know exactly how much money
you will receive or not receive for your income. While living on a commission income there are several
things you need to consider before taking a job like so. Due
Its great to see that the Brocks are back on track in their lives and are now financially stable. Now that
the Brocks are getting older they need to purchase an insurance plan that fits them and their financial
needs as well. They also need to consider a
Over the past years Pam and Josh has had there ups and downs with their financial stability. They have
come a cross trials and tribulations, but have also overcome them as well. If you look through the Brocks
current life you will see that there are much
Describe and discuss the tradeoffs between Risk and Return.
Risk is the chance of the investment while return is the amount you can possibly gain. In regards to the
standard deviation of Risk and Return, the higher the risk the higher the return while the
Now that you have had time to understand more about investing, describe your Investment Strategy
as CFO. In what ways does your position as a corporate officer influence your attitude towards Risk
and your Investment Strategy?
As a CFO I think that I woul
Since Pam has recently got married this will some way help her with her financial burden that
she has been in the pass year. Right now the Brocks has $1,000 in there emergency fund
which is not enough to sustain them if one of them is to lose their jobs.
In the situation that the Brocks are in I believe they should continue to rent. Currently now after
they have paid all of their living expenses they have $475 remaining after everything. Since
now that they have children there should be some type of savin
For starters I believe the Brocks should find out the equity on their home in how much it is
worth; depending on the state I would also make sure it includes fire and storm damage. If the
Brocks are living on the West coast fire and flood insurance would
Organization is a major problem in this scenario and unfortunately, way to familiar to me.
I would suggest that character X first started to manage his or her time better. This situation
couldve been avoided had they better used t
Describe and discuss at least three major types of Investment Risk and how they affect your
investment strategies and decisions.
1) Business risk is the measure of risk associated with a security. There is a possibility that the
issuer may go bankrupt or
When it comes to a companys personnel policies and procedures that is, how it
handles the hiring, firing, promoting, and paying of the people who work for it what do you see
as the most important moral principles for it to bear in mind?
When it comes to a
Suggest several strategies you might use to mitigate Investment Risk in your portfolio and bring it in
line with your overall investment strategy and risk tolerance.
Some strategies I would use would be, obviously, the use of current information on the co
How are process innovations similar to but different from product innovations? Give an
example of each. Define open innovation. What are the advantages and disadvantages of
Process innovations are similar but different to product innovati
Identify 3 ways a firm disrupt an existing market.
Low End Disruption
Low end disruption is one way a firm can disrupt a market, where technology can make older
technology obsolete (Carpenter and Dunung, 2016). The book uses the example of cars compared t
The purpose of accounting is to communicate the organizations financial position to company
managers, investors, banks, and the government (Carpenter and Dunung, 2016). It is an easy
way to gain perspective on a companys position. Countries have different
Are you developing an investment strategy as we go along with this project?
My strategy has been to watch the stock market and see which companies are doing good, which are
doing bad, and which fluctuate the most. I have made very good decisions so far an
Over the years it is very clear that Pam had no plans for her short-term, intermediate, and long-term
aspects of her life. Due to the fact that she only has a total value of about $8,200 is assets, I believe that
these goals will help her in the future to