Return to the client profile (attached) you selected in Milestone One. Using the profile descriiption and the information compiled in the Project Template, complete the required calculations on the Project Template to analyze the client’s current investments, financial circumstances, future goals, and how these elements interact and are impacted by broader market and economic conditions. The Project Profiles and Project Template are linked in the Supporting Materials section.
Calculations: As supporting material, turn in the project you completed in the Current Portfolio Evaluation with an Investment Analysis to reference the client’s financial details.
Summary: Create a written 3- to 5-page summary that is supported by appropriate calculations completed on the Project Template.
Specifically, you must address the following rubric criteria:
Interpret a client’s current portfolio to identify the asset allocation strategy. Address the following in your summary:
-Investments held now
-Alignment with client profile
-Determine the client’s investment objectives. Address the following in your summary:
-Future financial goals
-Gaps between financial state now and goals
-Investment needs (for example, education, retirement, business venture)
-Analyze how current economic factors influence specific investment options that align with a client’s goals. Address the following in your summary:
-Inflation: How are inflation trends at this time (PCE, CPI, and PPI) impacting the client’s existing and future financial plans?
-Interest rates: What is the shape of the interest rate environment now? Does it impact the client’s investments and financial position?
-Global events: Are there any global events that directly affect the client’s financial conditions?
-Analyze how the state of the current market conditions impacts the client’s existing financial condition and future financial goals. Address the following in your summary:
-What are the broader themes of U.S. stock and bond markets at this time (favorable, unfavorable, attractive, generating position returns, and so on)?
-Are there other broader market considerations that might affect this client’s existing and future financial conditions and goals?
What to Submit
Investment Analysis
This milestone requires two deliverables. Submit the completed Project Template and a 3- to 5-page Microsoft Word document that analyzes the client’s current investments, financial conditions, and future goals and how these elements interact and are impacted by broader market and economic conditions. Use 12-point Times New Roman font, double spacing, and one-inch margins. Sources should be cited according to APA style.
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