As a financial consultant, you have contracted with Wheel Industries to evaluate their procedures involving the evaluation of long term investment opportunities.  You have agreed to provide a detailed report illustrating the use of several techniques for evaluating capital projects including the weighted average cost of capital to the firm, the anticipated cash flows for the projects, and the methods used for project selection.  In […]

After reading the Value Line figures and information on Abbott Laboratories in the Questions and Problems section of Chapter 6 (just before Problem 27), complete the following Problems and submit your work to your instructor.   Problem 27: What is the sustainable growth rate and required return for Abbott Laboratories? Using these values, calculate the 2010 share price of Abbott Laboratories Industries stock according to the constant dividend growth […]

develop a personal strategic plan outlining personal vision, mission, key factors of success, industry/environmental factors pertinent to your chosen career path, SWOT analysis, and obstacles to overcome. Examine career path options, job market, and salary projections, educational/professional certification requirements. Develop a set of personal financial statements projecting salary, expenses, assets (include discussion of risk profile, investment strategy, expected return) and liabilities over a 10-year horizon. […]

Strategy Change In a four- to five-page paper, not including the title and reference pages, discuss an organization that has changed its strategy (e.g., moving from differentiation to low cost) in the marketplace. Describe what circumstances prompted a change in strategy by the company and how appropriate the timing of the change was. Evaluate the results of the strategic changes. You are required to use […]

A. What were the principal causes of the recent financial crisis and Great Recession?  Would you include Government policies that encouraged housing purchases for those who could not afford them, artificially low interest rates implemented by the Federal Reserve, banks and mortgage brokers who were greedy, the failure of Government regulators to provide proper oversight to the banks and other financial institutions, individuals who borrowed and spent […]

You are a financial planner working for Personal Finance, Inc. in Boise, Idaho. The owner of the company, Andrew Burke, has asked you to meet with John and Mary Smith to discuss their financial plans and needs and provide a financial plan for them. Andrew would like to discuss the report with you prior to presenting it to John and Mary. Andrew strongly believes that […]

Health Maintenance Organizations (HMOs) and prospective payment systems vary widely in quality and costs and employ a variety of methods to control costs. Discuss the financial pros ad cons of HMOs and include a clear discussion of how the HMO impacts quality of health care. Prepare a table which compares and contrasts any TWO existing HMO plans. You may want to select HMO’s from different […]

Consider the following scenario: Your boss has come to you for advice on the current finances of the company and needs you to create an income statement and balance sheet for 2009, 2010 and 2011.  Your boss wants a detailed PowerPoint presentation with detailed speaking notes for each slide because he/she has no idea what she is talking about. Your boss will need slides that provide […]

Please read the attached document and thoroughly respond to the prompt in continuous prose form (i.e. paragraphs, not bullet points, notes, etc.). Remember to proofread, check your spelling, and use proper grammar. Your writing should be formal in nature, which means no slang or contractions, all verbs and their subjects must agree, and the text must adhere to all grammar rules. Poor execution will definitely […]

In2006, the Roth 401(k) became available but few employers were willing to offer it due to the sunset provision. Now that it has been made permanent, more employers are starting to offer the option. Employees now need to decide if they want to continue their contributions to the traditional 401(k) or should they start contributing to a Roth 401(k). Clients are asking financial planners help […]