INVESTMENT PLANNING Proposal

Document Type:Thesis

Subject Area:Economics

Document 1

technological innovation. In time value of money, a dollar tomorrow is more worth if not spend today. The intermediate returns for postponed expenditure are the interest. Investment planning is therefore very important journey to financial development and therefore it worth the sacrifice. Retirement investment plans help to sustain the financial stability of a person even after retirement. Her financial obligations leave a disposable income of between $200-325. With this range of savings, she can consider an investment portfolio that will pay off returns in future. Fortunately, Kathy, is employed and can consistently contribute to the retirement plan. An added advantage to Kathy, her employer offers her a 401k plan with a 3% match. The best investments plans available include the purchase of stock in the stock exchange market, mutual funds contributions and real estate.

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In another dimension, Kathy can decide to consider a diverse portfolio. Diverse investment helps to reduce the risk involved in the investment. She can decide to invest part of her income in more than one plans. The amount to be allocated to each choice should depend on the riskiness involved. The less the risk, the more the allocation can be made. Financial inclusion requires up to date reliable information. Several resources can help Kathy can refer to continuous learning about investments. One of the reliable sources is business daily newspapers. They publish daily news on the stock exchange market, currency exchange rates and new investments opportunities emerging in the market. Another source is the country's websites for stock exchange market. M.

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