Operations and Supply Management

January 14, 2021

Unit 4 Discussion 1

January 14, 2021

150 words – Develop an investment portfolio that meets the needs of a Divorced, 55 years old, $1.2 million, 2 kids in college, and no debt

Group paper will discuss all of the below but my portion will only be to: Develop an investment portfolio that meets their needs.

Our client is named Jane Doe. She is helping pay for half the kids college education but did not obtain loans. The father is paying the other half.

  • Describe the risk tolerance for the life situation selected.
  • Recommend an asset allocation (specify percentage allocated to each asset group) to match that risk.
  • Develop an investment portfolio that meets their needs.
  • Consider and recommend any insurance that is appropriate.
  • Specify any estate planning tools necessary to protect the family and their assets.
 

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