Establish Client Relationships - Financial Analysis

Establish Client Relationships - Financial Analysis

Introduction

The financial statement of Mr. Donald and Kathy Mccabe tells us that the total assets of them are $ 2874000 whereas on the other hand the Liabilities totaled to $ 727, 380. After analyzing the balance sheet it becomes crystal clear that the major liability of both of them is the home loan and therefore they need a certain amount to repay the installments on it. Keeping in view the wishes and the need to save the money for investment there are a number of plans which contributes to a good strategy for saving and investment (French, 1991).

The most important one in accordance with the course work I study is the investment in stocks indeed this investment is too risky but there are a number of advantages and benefits for investing in it.

Discussion

With the changing economic scenario in the last 10 years, fixed income investments that before had good returns, are no longer as attractive. With this investment in stock market have gained prominence due to the high returns of recent years and the opportunities it offers to those who dedicate themselves to this market. The School of Investor helps you understand the capital market to its full extent, and its educational project has assigned the monitors partnership with SIM investments in order to bring current information and market experience to their students (Yelpaala, 2002).

Investing in the stock market is simple but requires dedication to study and learn how to run their mechanisms, strategies and analyzes. You can also opt for specialized consultancies in time to start their investments. Ideally complement the study with advice, spend some of your time to study and enlist the help of a qualified professional to monitor the daily bag so you will always be informed of the opportunities offered by the market in the short, medium and long term security and have to make their decisions. It is important to understand why the stock investment today has become a leading alternative investment, so here are some reasons:

Historically, investment in stocks is a great alternative to the INSS pension for you and your children.

When you buy a stock, buy a piece of a company, or business partner turns. Investing in stocks gives you to grow along with the company of which it is a shareholder; good companies tend to value ...