Posted: May 30th, 2015

Investment Basics

Investment Basics

Write a two to three  page paper in which you:

1. Create a process for assessing your clients’ tolerance for investment risk and identify the key
factors that you will evaluate to confirm your understanding of their risk level.
2. Evaluate the level of risk associated with investing in bonds, stocks, and mutual funds.
3. Determine the portfolio mix of bonds, stocks, and mutual funds for someone with a highinvestment-risk tolerance; low-investment-risk tolerance. Include your rationale