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knowledge of investments extends to savings accounts, Series EE
savings bonds, and a little bit about mutual funds, he approaches you
for some investment advice. Questions a.
In light of Mark’s long-
term investment goals, do you think mutual funds are an appropriate
investment vehicle for him? b. Do you think he should use his
$15,000 savings to start a mutual fund investment program? c.
What type of mutual fund investment program would you set up
for the reverend? Include in your answer some discussion of the types
of funds you would consider, the investment objectives you would
set, and any investment services (e.g., withdrawal plans) you would
seek. Would taxes be an important consideration in your investment
advice? Explain.
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FIN 402 Week 1 AssignmentCase Problem 2.1Dara’s
Dilemma: What to Buy?
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Case Problem 2.1Dara’s Dilemma: What to Buy? Dara Simmons, a
40-year-old financial analyst and divorced mother of two teenage
children, considers herself a savvy investor. She has increased her
investment portfolio considerably over the past five years. Although
she has been fairly conservative with her investments, she now feels
more confident in her investment knowledge and would like to branch
out into some new areas that could bring higher returns. She has
between $20,000 and $25,000 to invest. Attracted to the hot market
for technology stocks, Dara was interested in purchasing a tech IPO
stock and identified NewestHighTech.com, a company that makes
sophisticated computer chips for wireless Internet connections, as a