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Imagine you are a financial advisor for a major firm. A new client has asked you to help him with investing his money so he

Imagine you are a financial advisor for a major firm. A new client has asked you to help him with investing his money so he can retire in style. He is 22 years old and just got his first job after college and is making $75,000 per year. What advice would you give him? Be specific and explain your reasoning behind your advice. Your response should be at least a half of a page in length and no more than one page in length. Try to use some of the terms you used in your final analysis on your stock market project.

Terms to use:

  1. Investment versus savings
  2. Mutual Funds
  3. Diversification
  4. Portfolio
  5. Liquidity
  6. Risk and Return
  7. Miracle of Compound Interest
  8. Your time horizon (how long you have to retire)
  9. Pyramid of Risk and where on the pyramid you would invest
  10. Bonds (specifically what type of bond would you invest in)
  11. Bonds versus stocks risks
  12. Dividends for stocks
  13. Capital Gain
  14. Income versus Growth stock
  15. Stockbroker/brokerage firms
  16. New York Stock Exchange/Blue Chip
  17. NASDAQ /Technology
  18. Other the Counter Market (OTC) penny stocks
  19. Bull and Bear Markets
  20. Dow Jones and S&P 500
  21. Futures Market (gold, oil, orange juice,etc)
  22. Real Estate
  23. CryptoCurrency

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