Investment Class Average Return Small Stocks 17% Large Stocks 12% Long-Term Corporate Bonds 7% Long-Term Government Bond
Posted: Sun Jun 05, 2022 7:00 am
Investment Class
Average Return
Small Stocks
17%
Large Stocks
12%
Long-Term Corporate Bonds
7%
Long-Term Government Bonds
6%
US Treasury Bills
3%
Money Market
1%
1. Janet just got engaged and is now saving money for her
wedding. She has $1,000 and can save a maximum of $200 per month.
They want to get married in about a year. For this investment
horizon what type of investment would you recommend?
Use the table below to find out what the wedding budget should
be.
N
I/Y
PV
PMT
FV
2. Mark has decided to start saving for retirement. He has 15
years until retirement and would like to retire a millionaire. His
advisor has told him that he should invest 50% in large
company stocks and 50% in long-term corporate bonds. How much
does he need to invest each month to retire
with $1,000,000.
N
I/Y
PV
PMT
FV
Average Return
Small Stocks
17%
Large Stocks
12%
Long-Term Corporate Bonds
7%
Long-Term Government Bonds
6%
US Treasury Bills
3%
Money Market
1%
1. Janet just got engaged and is now saving money for her
wedding. She has $1,000 and can save a maximum of $200 per month.
They want to get married in about a year. For this investment
horizon what type of investment would you recommend?
Use the table below to find out what the wedding budget should
be.
N
I/Y
PV
PMT
FV
2. Mark has decided to start saving for retirement. He has 15
years until retirement and would like to retire a millionaire. His
advisor has told him that he should invest 50% in large
company stocks and 50% in long-term corporate bonds. How much
does he need to invest each month to retire
with $1,000,000.
N
I/Y
PV
PMT
FV