FIN 420 Weekly Assignments: Financial Planning, Bonds, Mutual Funds, Life Insurance, Quizzes of Linguistics

Download FIN 420 Weekly Assignments: Financial Planning, Bonds, Mutual Funds, Life Insurance and more Quizzes Linguistics in PDF only on Docsity! TERM 1 FIN 420 Week 2 Case Study Carol Jones Updated DEFINITION 1 FIN 420 Week 2 Case Study Carol Jones NEWCase Study: Carol JonesCarol works as a business representative for an import/export company. Her job provides her with the opportunity to travel and experience new things. Because she travels so much, Carol feels that she does not have a handle on her finances. She has decided to pay a visit to a financial advisor for help.Assignment Requirements:Microsoft Excel spreadsheet with Three (3) Sheets:Create the following financial analyses using the information provided for Carol (Hint: first identify each item as an Asset, Liability, Cash Inflow or Cash Outflow):Sheet 1.a Balance Sheet, including a line item showing Carol's overall Net Worth.Sheet 2.a Cash Flow Statement, for a single month, including a line item showing Carol's overall Net Cash Flow. Organize cash outflows by Debt payments and Expenses, with subtotals for each.Format these 2 sheets professionally and consistently. APA formatting is NOT required.Sheet 3. Write a concise (1 paragraph each) response that addresses each the following items:1. Apply financial planning concepts to advise Carol and explain how Carol can benefit from financial planning. Describe the benefits of using financial statements in financial planning.2. Explain strategies that Carol can use to increase her net worth. How does this affect her cash flow?3. Describe the sources available for asset management.4. Compile a list of legal protections that can be used to protect Carol's assets. TERM 2 FIN 420 Week 3 Bond Ratings Updated DEFINITION 2 FIN 420 Week 3 Bond Ratings NEWResearch bond information within the University Library or the Internet.Answer the following:What type of information about bonds is available on the Internet? How can you use this information within your personal or professional life? (90- to 175-words)Explain what the following bond ratings mean for investors (20 to 40 words each):AAABBBBCCFormat your assignment consistent with APA guidelines. Use a separate section header for each of the requirements, and sub-headers for items under each. Points are deducted for not using these headers.Click the Assignment Files tab to submit your Microsoft Word document. TERM 3 FIN 420 Week 3 Team Mutual Funds Analysis Updated DEFINITION 3 FIN 420 Week 3 Team Mutual Funds Analysis NEWResearch a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth.Identify one mutual fund from that family for each of the following categories:Actively managed common stock fund.Fixed income fund.Balanced fund.International fund.Fund devoted to retirement investing.Write a 1050- to 1400-word paper including an evaluation for each mutual fund using attached checklist. Do not submit this checklist with your assignment, but use it as a guide in evaluating the characteristics of each fund.Include the following in your evaluation:Analysis of the characteristics of each fund.Recommendation of the type of investor to which each fund is suited.Format your paper consistent with APA guidelines. Use a separate section header for each of the mutual funds, and sub-headers for items under each. Points are deducted for not using these headers.Click the Assignment Files tab to submit your Microsoft Word document. Submit only 1 file for your assignment. TERM 4 FIN 420 Week 4 Team Life Insurance Presentation Updated DEFINITION 4 FIN 420 Week 4 Team Life Insurance Presentation NEWInclude the following:Compare and contrast the various forms of life insurance.Describe the provisions of life insurance policies.Evaluate and explain the methods used to calculate life insurance needs, andMake any general recommendations.Format your paper consistent with APA guidelines. Use a separate section header for each of the 4 requirements, and sub-headers for items under each. Points are deducted for not using these headers.Click the Assignment Files tab to submit your assignment. Submit only 1 file for your assignment. TERM 5 FIN 420 Week 5 Research and Reflect Updated DEFINITION 5 FIN 420 Week 5 Research and Reflect NEWChoose one major concept from this course.Research this concept within the University Library.Write a 350- to 700-word summary of your research.Apply what you learned to your own personal or professional life.Click the Assignment Files tab to submit your Microsoft Word documentFIN 420 WEEK 5 Research and Reflect