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:
- Download and read the Eagle Consulting Info Sheet
- Develop a 10 screen PowerPoint presentation with accompanying lecture notes that covers the following topics:
- Bond valuation techniques
- Stock valuation techniques
- Comparison of stock and bond investing
Develop a presentation with the following slides and accompanying lecture notes:
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1 | Slide Content: List primary benefits of stock investing Lecture Notes (100-150 words):
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2 | Slide Content: List primary risks of stock investing Lecture Notes (100-150 words):
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3 | Slide Content: List primary benefits of bond investing Lecture Notes (100-150 words):
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4 | Slide Content: List primary risks of bond investing Lecture Notes (100-150 words):
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5 | Slide Content: Recommend a portfolio of stocks and bonds for the situation of Mr. Jones Lecture Notes (150 words):
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6 | Slide Content: Step-by-step example of a bond valuation technique using numbers Lecture Notes (100-150 words):
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7 | Slide Content: Describe one stock valuation technique Lecture Notes (100-150 words):
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8 | Slide Content: Step-by-step example of the stock valuation technique using numbers Lecture Notes (100-150 words):
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9 | Slide Content: Summarize the main points of the time value of money, bond valuation, and stock valuation Lecture Notes (100-150 words):
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10 | Slide Content: Describe bond valuation techniques Lecture Notes (100-150 words):
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Business Finance Homework Help