Case study Part 1: You’re at a family party when your cousin, Sarah, approaches you admitting she knows “nothing about money.” She is starting a new job at UConn and has a choice between a 401k and a pension. She really wants to make the smart choice and asks for your advice. In order to […]
Write a memo to her as if she is a client of a financial planner. Outline the pros and cons of each type of investment and what she should consider before making a decision.
Individual case 2 Part 1: You’re at a family party when your cousin, Sarah, approaches you admitting she knows “nothing about money.” She is starting a new job at UConn and has a choice between a 401k and a pension. She really wants to make the smart choice and asks for your advice. In order […]