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Phil & Claire Dunphy, ages 4 8 and 4 6 , respectively Children: Haley, female, age 1 7 Alex, female, age 1 4 Luke, male,
Phil & Claire Dunphy, ages and respectively Children: Haley, female, age Alex, female, age Luke, male, age The Dunphy s came upon some money due to an inheritance from a distant relative. They have $ to invest. They don't yet have a specific goal for this money but don t plan to need it for years They have other monies available for their children's college education. They consider themselves MODERATELY CONSERVATIVE investors which means they do not like market fluctuations but they understand they need to own the right stocks for long term growth. Phil shows his nervousness more than Claire and gets anxious when the stock market goes down significantly. Phil and Claire made a bad investment choice in the past and this contributes to their moderately conservative outlook. PART : Investment Recommendations Given their risk tolerance and proposed asset allocation, what specific recommendations do you have for their investments? Keep in mind that bond exposure is required. I will be looking for that in the Mutual Fund and or ETF. NOTE: It is understood that their final investment mix may be more than these, but we re focusing on these investments Investments fill in the boxes worth pts help find the: Name Ticker, current price, and beta Stock Stock Stock Stock Mutual fund ETF
Phil & Claire Dunphy, ages
and
respectively
Children:
Haley, female, age
Alex, female, age
Luke, male, age
The Dunphy
s came upon some money due to an inheritance from a distant relative. They have $
to invest. They don't yet have a specific goal for this money but don
t plan to need it for
years
They have other monies available for their children's college education.
They consider themselves MODERATELY CONSERVATIVE investors which means they do not like market fluctuations but they understand they need to own the right stocks for long
term growth. Phil shows his nervousness more than Claire and gets anxious when the stock market goes down significantly. Phil and Claire made a bad investment choice in the past and this contributes to their moderately conservative outlook.
PART
: Investment Recommendations
Given their risk tolerance and proposed asset allocation, what specific recommendations do you have for their investments? Keep in mind that bond exposure is required. I will be looking for that in the Mutual Fund and
or ETF.
NOTE: It is understood that their final investment mix may be more than these, but we
re focusing on these
investments
Investments
fill in the boxes
worth
pts
help find the: Name Ticker, current price, and beta
Stock
Stock
Stock
Stock
Mutual fund
ETF
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