[Download] "Phoebe Morrison's Personal Financial Plan" by Chuck Grace " Book PDF Kindle ePub Free

eBook details

Title: Phoebe Morrison's Personal Financial Plan
Author : Chuck Grace
Release Date : January 19, 2010
Genre: Business & Personal Finance,Books,Finance,
Pages : * pages
Size : 729 KB

Description

Immediately prior to her graduation from the HBA program from the Richard Ivey School of Business, Phoebe Morrison started to reflect on her post-graduate investment plans. She had no interest in managing her own portfolio; her knowledge of the stock market is limited and until she gains a better understanding of investments she is content to have a professional manage her investments. Phoebe’s personal investment plan provides the general instrument goals and objectives of a two-year outlook following graduation. The investment plan describes the strategies used to complete meet her financial needs by taking into account her future goal aspirations, and risk tolerance and time horizon.