Investment Action Plan

 

1. Develop you or your family's short-term and long-term financial goals.
2. Create investment strategies and plans toward each of the identified goals.
3. Complete the assignment using the the format below

   

Instruction:

List 5 investment actions that are needed to fulfill your family’s financial goals. Please be specific on the type of investment tools to use and make proper assumptions on the rate of return. Make sure to include time value of money in the process. Some common goals include retirement funds, vacation, and education fund.

  

Short-Mid-Term Goals (1-5 year)

Amount   needed

(in   today’s dollars)

Time Horizon

Action Plans

 

 

 

 

 

 

Long-Term Goals (greater than 5-10 years)

Amount   needed 

(in   today’s dollars)

Time Horizon

Action Plans

 

 

 

 

 

  

Based on your risk tolerance level, life cycle stages and investment goals, write a one to two- page paper that addresses the following items: 

1. Evaluating the adequacy of your current      investments
2. Making recommendations on investment plan that      will help you achieve your investment goals