Question
a)Discuss their portfolios and suggest changes you deem appropriate stating WHY these changes should be made.This applies to both the accounts and holdings. (20 marks)
a)Discuss their portfolios and suggest changes you deem appropriate stating WHY these changes should be made.This applies to both the accounts and holdings. (20 marks)
b)How would you suggest they draw upon assets and income for retirement based on your suggested changes from part a? Also provide a suggested savings plan based on their current financial details. (15 marks)
c)Discuss their insurance needs and suitability of their current coverage.No calculation required, just a discussion. (10 marks)
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Multinational Business Finance
Authors: David K. Eiteman, Arthur I. Stonehill, Michael H. Moffett
13th edition
132743469, 978-0132743464
