Business Finance Homework Help

Business Finance Homework Help. Deliverable 3 Saving and investing presentation

Objective

This deliverable will analyze your ability to demonstrate the best use of savings and investment processes.

Instructions

In your role as a financial advisor at Eagle Consulting, you will be meeting a potential customer, Keith Jones. Mr. Jones customer is 35 years old, married with two children, and would like your help in planning a long term investment strategy with the $100,000 he has to invest. In advance of your meeting, you decide to create a PowerPoint presentation that will educate Mr. Jones on how stocks and bonds are valued, as well as provide a guide to stock and bond investing. To do so:

  1. Download and read the Eagle Consulting Info Sheet
  2. Develop a 10 screen PowerPoint presentation with accompanying lecture notes that covers the following topics:
    1. Bond valuation techniques
    2. Stock valuation techniques
    3. Comparison of stock and bond investing

Develop a presentation with the following slides and accompanying lecture notes:

Slide Content
1 Slide Content: List primary benefits of stock investing
Lecture Notes (100-150 words):

  • Provide explanation of each identified benefit.
2 Slide Content: List primary risks of stock investing
Lecture Notes (100-150 words):

  • Provide explanation of each identified risk.
3 Slide Content: List primary benefits of bond investing
Lecture Notes (100-150 words):

  • Provide explanation of each identified benefit.
4 Slide Content: List primary risks of bond investing
Lecture Notes (100-150 words):

  • Provide explanation of each identified risk.
5 Slide Content: Recommend a portfolio of stocks and bonds for the situation of Mr. Jones
Lecture Notes (150 words):

  • Explain the reasoning behind this recommendation.
6 Slide Content: Step-by-step example of a bond valuation technique using numbers
Lecture Notes (100-150 words):

  • Explain the bond valuation technique.
  • Explain how changing the variables in the example may change the value of the bond.
7 Slide Content: Describe one stock valuation technique
Lecture Notes (100-150 words):

  • Discuss the importance for investors of understanding stock valuation techniques.
8 Slide Content: Step-by-step example of the stock valuation technique using numbers
Lecture Notes (100-150 words):

  • Explain the stock valuation technique.
  • Explain how changing the variables in the example may change the value of the stock.
9 Slide Content: Summarize the main points of the time value of money, bond valuation, and stock valuation
Lecture Notes (100-150 words):

  • Explain why these concepts are critical to an investor
10 Slide Content: Describe bond valuation techniques
Lecture Notes (100-150 words):

  • Discuss the importance for investors of understanding bond valuation techniques.

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