Dr. and Mrs. Mason

Dr. and Mrs. Mason

Introduction

Objective regarding investment of Dr. Mason is expressed in term of risk and return. These risks and returns should be represented in a way according to first choice of Dr. Mason, his current status and the stage of his life cycle. Provide $65,000 of withdrawals from the investment account each year. This amount will be in addition to the university pension and Social Security received each year.

Investment requirement

Return Requirement: Dr. Mason is nearing retirement. Along these lines, the overriding target is to give the Masons sufficient retirement pay. This goal ought to be effortlessly ...