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FIN 402 Education for Service--snaptutorial.com

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Case Problem 6.1 Sara Decides to Take the Plunge Sara Thomas is a child psychologist who has built a thriving practice in her hometown of Boise, Idaho. Over the past several years she has been able to accumulate a substantial sum of money. She has worked long and hard to be successful, but she never imagined anything like this. Even so, success has not spoiled Sara. Still single, she keeps to her old circle of friends. One of her closest friends is Terry Jenkins, who happens to be a stockbroker and who acts as Sara’s financial advisor. – PowerPoint PPT presentation

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Title: FIN 402 Education for Service--snaptutorial.com


1
FIN 402 Education for Service--snaptutorial.com
2
FIN 402 Education for Service--snaptutorial.com
FIN 402 Entire Course   For more classes
visit www.snaptutorial.com     FIN 402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper
3
FIN 402 Education for Service--snaptutorial.com
FIN 402 Final Exam Guide   For more classes
visit www.snaptutorial.com   FIN 402 Investment
Fundamentals and Portfolio Management Final Exam
Guide   True/False
4
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper   For more
classes visit www.snaptutorial.com   FIN402 Week
1 Assignment Capital Markets and Investment
Banking Process Paper
5
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan   For
more classes visit www.snaptutorial.com   Case
Problem 1.2 Preparing Carolyn Bowens Investment
Plan
6
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1   For more classes
visit www.snaptutorial.com   FIN 402 Week 1
Assignment Case Problem 1.2 Preparing Carolyn
Bowens Investment Plan
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 2.1 Daras
Dilemma What to Buy?   For more classes
visit www.snaptutorial.com   Case Problem 2.1
Daras 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
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account   For more
classes visit www.snaptutorial.com   Case Problem
2.2 Ravi Dumars High-Flying Margin Account Ravi
Dumar is a stockbroker who lives with his wife,
Sasha, and their five children in Milwaukee,
Wisconsin. Ravi firmly believes that the only way
to make money in the market is to follow an
aggressive
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune   For more classes
visit www.snaptutorial.com   Case Problem 3.1 The
Perezes Good Fortune
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds   For
more classes visit www.snaptutorial.com   Case
Problem 12.1 Reverend Mark Thomas Ponders Mutual
Funds
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 DQ 1 For more classes
visit www.snaptutorial.com   What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
12
FIN 402 Education for Service--snaptutorial.com
  FIN 402 Week 1 DQ 2   For more classes
visit www.snaptutorial.com   What is an asset
class? How are asset classes selected? What
factors affect the selection?
13
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 DQ 3   For more classes
visit www.snaptutorial.com   What is a
derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?  
14
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Individual Problem Set   For more
classes visit www.snaptutorial.com   The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems.
15
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 1 Individual Weekly Question For
more classes visit www.snaptutorial.com   Submit
your Weekly Questions, with original questions,
in a Microsoft Word or text file. Be sure to show
your work to earn full credit.  
16
FIN 402 Education for Service--snaptutorial.com
  FIN 402 Week 2 Assignment Asset Classes
Paper   For more classes visit www.snaptutorial.co
m   FIN402  Week 2  Assignment Asset Classes Paper
17
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right   For more classes visit www.snaptutorial.co
m   Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right?
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision   For more classes
visit www.snaptutorial.com   Case Problem 4.1
Coatess Decision On January 1, 2017, Dave
Coates, a 23-year-old mathematics teacher at
Xavier High School, received a tax refund of
1,100. Because Dave didnt need this money for
his current living expenses, he decided
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d) For more classes
visit www.snaptutorial.com   FIN 402 Week 2
Assignment Case Problem 4.1 Coatess Decision FIN
402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision
20
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision   For more classes
visit www.snaptutorial.com   Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision
21
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs For more classes visit www.snaptutorial.com
  Case Problem 5.2 Susan Lussiers Inherited
Portfolio Does It Meet Her Needs?
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d)   For more classes
visit www.snaptutorial.com   Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 DQ 1   For more classes
visit www.snaptutorial.com   What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 DQ 2   For more classes
visit www.snaptutorial.com   What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
25
FIN 402 Education for Service--snaptutorial.com
  FIN 402 Week 2 DQ 3   For more classes
visit www.snaptutorial.com   What is the CAPM?
Are CAPM assumptions realistic? Why or why not?
26
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) For more classes
visit www.snaptutorial.com   This Tutorial
contains 2 Different Papers   Resources
Electronic Reserve Readings, Internet, University
Library Select one publicly traded bond.
27
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper   For more classes
visit www.snaptutorial.com   Resources
Electronic Reserve Readings, Internet, University
Library   Select one publicly traded bond.
28
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Weekly Problem Set   For more
classes visit www.snaptutorial.com   The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems. In your
solutions, provide an explanation as to why you
choose the answer.
29
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 2 Weekly Question   For more classes
visit www.snaptutorial.com   1.      (2 point)
Calculate the expected return of the following
stocks using CAPM. You can use internet websites
to get Beta figures, such as Yahoo! Finance,
Google Finance, MSN Money, Marketwatch, etc. Use
4 as the risk free rate and 6 as the risk
premium. a.       Proctor Gamble (PG)
30
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge   For more classes
visit www.snaptutorial.com   Case Problem 6.1
Sara Decides to Take the Plunge
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2 For more classes
visit www.snaptutorial.com   FIN 402 Week 3
Assignment Case Problem 6.1 Sara Decides to Take
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for
Dividends   For more classes visit www.snaptutoria
l.com   Case Problem 6.2 Wally Wonders Whether
Theres a Place for
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 7.1 Some
Financial Ratios Are Real Eye-Openers For more
classes visit www.snaptutorial.com   Case Problem
7.1 Some Financial Ratios Are Real Eye-Openers Ja
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue   For more classes
visit www.snaptutorial.com   Case Problem 7.2
Doris Looks at an Auto Issue Doris Wise is a
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 8.1 Chris
Looks for a Way to Invest His Wealth For more
classes visit www.snaptutorial.com   Case Problem
8.1 Chris Looks for a Way to Invest His
Wealth Chris Norton is a young Hollywood writer
who is well on his
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 8.2 An
Analysis of a High-Flying Stock For more classes
visit www.snaptutorial.com Marc Dodier is a
recent university graduate and a security analyst
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 9.2 Deb
Takes Measure of the Market   For more classes
visit www.snaptutorial.com   Case Problem 9.2 Deb
Takes Measure of the Market
38
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Assignment Relative Performance
Paper   For more classes visit www.snaptutorial.co
m   FIN 402 Week 3 Assignment Relative
Performance Paper
39
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 DQ 1   For more classes
visit www.snaptutorial.com   What is the
difference between systematic and unsystematic
risk? How is
40
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 DQ 2   For more classes
visit www.snaptutorial.com   What is the
relationship between inflation and interest
rates? How
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 DQ 3   For more classes
visit www.snaptutorial.com   What factors must be
taken into consideration when creating an
investment po
42
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise   For more classes visit www.snaptutorial
.com   FIN 402 Week 3 Individual Assignment CAPM
Web Exercise
43
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Weekly Problem Set   For more
classes visit www.snaptutorial.com   The Problem
Set is provided to you to enable you to practice
the concepts
44
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 3 Weekly Question   For more classes
visit www.snaptutorial.com   Submit your Weekly
Questions, with original questions, in a
Microsoft Word or text file. Be sure to show your
work to earn full
45
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program   For more classes visit www.snaptutorial.
com  Case Problem 10.1 Max and Veronica Develop a
Bond Investment
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2   For more classes
visit www.snaptutorial.com   FIN 402 Week 4
Assignment Case Problem 10.1 Max and Veronica
Develop a Bond Investment Program FIN
47
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings   For more
classes visit www.snaptutorial.com   Case Problem
10.2 The Case of the Missing Bond Ratings Its
probably safe to say that theres nothing more
important in determinin
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter   For more classes visit www.snaptutorial.c
om   Case Problem 11.1 The Bond Investment
Decisions of Dave and Marlene Carter
49
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio   For more
classes visit www.snaptutorial.com   Case Problem
11.2 Grace Decides to Immunize Her Portfolio
50
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 DQ 1   For more classes
visit www.snaptutorial.com   What are examples of
active and passive portfolio management
51
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 DQ 2 For more classes
visit www.snaptutorial.com   Does international
dive
52
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 DQ 3   For more classes
visit www.snaptutorial.com might an investor
protect his or her portfolio against such risks?
Is it
53
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers)   For more
classes visit www.snaptutorial.com   This
Tutorial contains 2 Different Papers FIN 402
Week 4 Indi
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo   For more classes
visit www.snaptutorial.com   FIN 402 Week 4
Individual Assignment Risk and Return Tradeoff
Memo
55
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk
Analysis)   For more classes visit www.snaptutoria
l.com   FIN 402 Week 4 Learning Team Assignment
Risk and Return
56
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper   For more classes
visit www.snaptutorial.com   FIN 402 Week 4
Learning Team Assignment Risk and Return Analysis
Paper  
57
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Weekly Problem Set   For more
classes visit www.snaptutorial.com   The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems
58
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 4 Weekly Question   For more classes
visit www.snaptutorial.com   1. (2 point) Go
to Morningstar.com. Find the listed mutual funds
59
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options   For more classes
visit www.snaptutorial.com   Case Problem 14.1
The Franciscos Investment Options
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2   For more classes
visit www.snaptutorial.com   FIN 402 Week 5
Assignment Case Problem 14.1 The Franciscos
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FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge   For
more classes visit www.snaptutorial.com   Case
Problem 14.2 Lukes Quandary To Hedge or Not to
Hedge
62
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures   For more classes visit www.snaptutorial.
com   Case Problem 15.1 T. J.s Fast-Track
Investments Interest Rate Futures
63
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures   For more classes visit www.snaptutorial.
com   Case Problem 15.2 Jim and Polly Pernelli
Try Hedging with Stock Index
64
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers)   For more classes
visit www.snaptutorial.com   This tutorial
contains 2 Different Papers Prepare a paper,
not
65
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper For more classes visit www.snaptutorial.co
m   FIN 402 Week 5 Assignment Investment
Portfolio Paper
66
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 DQ 1   For more classes
visit www.snaptutorial.com   What are different
types of alternative investment vehicles? Which
is preferable? What factors could affect the
choice of such a vehicle?
67
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 DQ 2   For more classes
visit www.snaptutorial.com   What is an
individual retirement account? Is it important to
have an individual retirem
68
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 DQ 3   For more classes
visit www.snaptutorial.com   What are
derivatives? How may they be used to manage a
portfolio?
69
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper   For more classes
visit www.snaptutorial.com   Prepare a 1,050- to
1,750-word paper in which you address the
following
70
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Weekly Problem Set   For more
classes visit www.snaptutorial.com   1. You
purchase one IBM July 125 call contract for a
premium of 5. You hold th
71
FIN 402 Education for Service--snaptutorial.com
FIN 402 Week 5 Weekly Questions   For more
classes visit www.snaptutorial.com   Submit your
Weekly Questions, with original questions, in a
Microsoft Word or text file. Be sure to show your
work to earn full credit
72
FIN 402 Education for Service--snaptutorial.com
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