Choose one of the scenarios below to answer your assignment. Refer to the notes

and Research the required topics and use what you have learned in the course to

come up with the answer to your question and make an analysis and the investment

strategy proposal.

1. Umbuya is a retired 75-year-old who has $500,000 after selling her small

business and paying taxes on the sale. She wants to invest this money.

Umbuya would like the capital to rise faster than inflation to maintain the

purchasing power of her wealth. However, she would also like to make low risk investments and have easy access to at least $50,000 per year for the

next five years.

2. Mutale and Noah are both 45 years old. They have two main financial goals:

saving for retirement and saving for their eight-year-old daughter's college

education. Noah recently inherited money from his father, and after taxes,

has $400,000. Mutale and Noah would like to aggressively invest this

inheritance and an additional $1,000 each month from their combined

incomes in hopes of achieving maximum return. Mutale and Noah want to

retire 20 years from now, and their daughter will need to begin drawing

money from the college fund in 10 years.

3. Mickey is 52 years old. he just won the lottery and decided to take a lump

sum payment. After paying taxes, he has $2.4 million left. Mickey wants to

immediately spend $500,000 and invest the rest. He doesn't want to

aggressively risk his money, but she does want to maximize his return so

that he can quit his job now and live the most lavish lifestyle that he can

afford for the rest of his life travelling in Europe.

No matter which altenative you select, your analysis and investment strategy proposal

should:

1. Explain in general how stocks, bonds, funds, futures, debts, and other

investment instruments are traded in financial markets.

2. Analyze investment opportunities that align with the financial goals of the

scenario.

3. Recommend specific investments to create portfolio from the available

capital.

4. Evaluate the risks of the recommended investments and the impact that

diversification, taxes, inflation, and currency fluctuation could have on the

proposed portfolio.

5. Calculate projected rates of return on each item in the proposed investment

portfolio

6. Recommend strategies for long-term and short-term investment; include

justifications for the recommendations you make.

Using Sources

Please include a mix of both primary and secondary

sources.

Primary sources are first-hand accounts such as interviews, advertisements,

speeches, company documents, statements, and press releases published by the

company in question.