Questions from Personal Finance

Q: How would you interact and advise a client with goals you personally

How would you interact and advise a client with goals you personally find outlandish but that the client values greatly. Creating a mock dialogue could be helpful.

Q: Richard e-mailed me that he and Monica differed about the

Richard e-mailed me that he and Monica differed about the impact of his extra spending over the past 15 years. He calculated it at about $3,000 a year. He said the total cost of $45,000 was well withi...

Q: Investment A costs $10,000,000 and offers a

Investment A costs $10,000,000 and offers a single cash inflow of $13,000,000 after one year. Investment B costs $1,000,000 and will be worth $2,000,000 at the end of the year. The appropriate discoun...

Q: What is the difference between debt and fixed obligations?

What is the difference between debt and fixed obligations?

Q: Contrast the interests of young people and seniors.

Contrast the interests of young people and seniors.

Q: Why is operating leverage as it pertains to risk important?

Why is operating leverage as it pertains to risk important?

Q: List and explain the borrowing factors.

List and explain the borrowing factors.

Q: Contrast the strengths and weaknesses of a fixed-rate mortgage with

Contrast the strengths and weaknesses of a fixed-rate mortgage with those of a variable-rate mortgage.

Q: Describe the three approaches to decision making for capital expenditures.

Describe the three approaches to decision making for capital expenditures.

Q: What factors should you consider when you aren’t sure whether to buy

What factors should you consider when you aren’t sure whether to buy or lease a car?