Specifically, the following critical elements must be addressed in this milestone:
I. Client Analysis: In this section, you will analyze your clients’ financial documentation and determine their risk tolerance and objectives. To effectively address the critical elements in this section, you must analyze the information for both client one and client two.
A. Analyze each client’s financial documentation in order to perform the following evaluative activities. Be sure to support your analysis with relevant client information.
1. Explain the clients’ risk tolerances.
Explain the clients’ return objectives.
Explain the clients’ liquidity objectives.
B. Using the three objectives above, write a brief investment statement classifying the clients into one of the following categories: growth, income,
or capital preservation. Justify your response with specific client information.
Guidelines for Submission: Your client analysis should a 2- to 4-page Microsoft Word document, double spaced, with 12-pt. Times New Roman font, one-inch
margins, and citations cited in APA format.
Critical Elements Proficient (100%) Needs Improvement (75%) Not Evident (0%) Value
What is a specific, real-life example of how financial accounting helps external stakeholders make informed decisions? Cite sources of information.
What are the major differences between financial accounting and managerial accounting?
Several years ago, Tina purchased a bond with a 10 year maturity date. The bond was issued by Seabrook Incorporated, an issuer that is not very well known. Tina would like to sell the bond and use the money to invest in a business opportunity. When she approaches her advisor about making the sale, she learns that there are not many buyers interested and she will likely get much less for the bond than she anticipated. Which type of risk is this?a)credit riskb)market riskc)interest rate riskd)liquidity risk