Questions from General Investment

Q: Jason and Kerri Consalvo, both in their 50s, have $

Jason and Kerri Consalvo, both in their 50s, have $50,000 to invest and plan to retire in 10 years. They are considering two investments. The first is a utility company common stock that costs $50 per...

Q: Joshua Read and Emily Todd, senior accounting majors at a large

Joshua Read and Emily Todd, senior accounting majors at a large Midwestern university, have been good friends since high school. Each has already found a job that will begin after graduation. Joshua h...

Q: Susan Bowen, who just turned 55, is employed as an

Susan Bowen, who just turned 55, is employed as an administrative assistant for the Xcon Corporation, where she has worked for the past 20 years. She is in good health, lives alone, and has two grown...

Q: Darren Simmons, a financial analyst, considers himself a savvy investor

Darren Simmons, a financial analyst, considers himself a savvy investor. He has increased his investment portfolio considerably over the past five years. Although he has been fairly conservative with...

Q: Ravi Dumar is a stockbroker who firmly believes that the only way

Ravi Dumar is a stockbroker who firmly believes that the only way to make money in the market is to follow an aggressive investment posture—for example, to use margin trading. In fact, Ravi has built...

Q: Emily Richards recently graduated from college and will start her new career

Emily Richards recently graduated from college and will start her new career in two months. She recently learned that her grandfather left her an inheritance of $300,000 worth of stocks and bonds. Rat...

Q: Donald Belson and Laurie Hall, friends who work for a large

Donald Belson and Laurie Hall, friends who work for a large software company, decided to leave the relative security of their employer and join the staff of Hamelin Pipers, Inc., a two year old compan...

Q: On January 1, 2020, Dave Coates, a 23-

On January 1, 2020, Dave Coates, a 23-year-old mathematics teacher at Xavier High School, received a tax refund of $1,100. Because Dave didn’t need this money for his current living...

Q: Peter Tanaka is interested in starting a stock portfolio. He has

Peter Tanaka is interested in starting a stock portfolio. He has heard many financial reporters talk about the Dow Jones Industrial Average as being a proxy for the overall stock market. From visiting...

Q: Over the past 10 years, Molly O’Rourke has slowly built a

Over the past 10 years, Molly O’Rourke has slowly built a diversified portfolio of common stock. Currently her portfolio includes 20 different common stock issues and has a total mar...