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paragraph answers please, thank you for your help. You are a new financial advisor for a major investment company. You have just successfully finished your
paragraph answers please, thank you for your help.
You are a new financial advisor for a major investment company. You have just successfully finished your training and passed your Series 7 licensing exam. This morning you met with a couple who are in their mid-40's. They have been very successful in buying and renovating older neglected homes and flipping them for a nice profit. After several years, they have built up a nice nest egg, but are burned out from the constant stress and uncertainty of finding suitable properties and negotiating with greedy contractors. You have learned that they have a son who will be graduating high school next year and two daughters who are attending expensive private universities. The couple is looking to invest their nest egg in something that will allow them to quit their business and retire comfortably in three to five years. At the same time, they want to make sure that their money is safe, because they have college expenses to pay for. The couple has no prior investment experience with stocks or bonds. They have friends, however, who have made a "killing" by investing in cryptocurrencies and penny stocks. The couple has expressed confidence that with your help they could apply their house flipping expertise to make big heir house flipping expertise to make big eturns on stocks and other investments. You gree to meet with them in a week to go over our analysis and recommendations. - What are the major issues and concerns that you believe need to be addressed in order to help this couple? - What would you do to prepare for your next meeting with them? What sources of information would you consult to form your analysis? - What information would you want to share with them at your next meeting? - Please share your recommendations for this couple Step by Step Solution
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