FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds For more course tutorials visit www. uophelp. com
a. Explain what role the Wall Street Journal and / or Barron’ s might play in meeting Angel’ s needs. What other general sources of economic and current event information would you recommend to Angel? Explain. b. How might Angel be able to use the services of Standard & Poor’ s Corporation, Mergent, and theValue Line Investment Survey to learn about the securities in the portfolio? Indicate which, if any, of these services you would recommend, and why. c. Recommend some specific online investment information sources and tools to help Angel and Marie manage their investments. d. Explain to Angel the need to find a good stockbroker and the role the stockbroker could play in providing information and advice. Should he consider hiring a financial advisor to manage the portfolio? e. Give Angel a summary prescription for obtaining information and advice that will help to ensure the preservation and growth of the family’ s newfound wealth.
------------------------------------------------------------------------------
FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds For more course tutorials visit www. uophelp. com