Suppose Jamie Lee and Ross are evaluating corporate stocks to add to their investment portfolio. Using “Your Personal Financial Plan” sheet 38, select a company from your own personal experiences, such as an automobile or technology company, and research the information needed to complete the worksheet. Do you suggest that Jamie Lee and Ross invest in this company? Provide support for your evaluation based on “Your Personal Financial Plan” sheet 38 research findings for that company. If they should invest in that company, how much of their $50,000 inheritance should they allocate toward the purchase of shares in that company? Regardless of your position on whether they should invest in your chosen company, if Jamie Lee and Ross went ahead and purchased shares of stock in that company, how many shares could they purchase with the $50,000? What would be the total transaction cost if they purchased the shares online? (List the source for your answer.)

Suppose Jamie Lee and Ross are evaluating corporate stocks to add to their investment portfolio. Using “Your Personal Financial Plan” sheet 38, select a company from your own personal experiences,...

Suppose Jamie Lee and Ross are evaluating corporate stocks to add to their investment portfolio. Using “Your Personal Financial Plan” sheet 38, select a company from your own personal experiences, such as an automobile or technology company, and research the information needed to complete the worksheet.
1. Do you suggest that Jamie Lee and Ross invest in this company? Provide support for your evaluation based on “Your Personal Financial Plan” sheet 38 research findings for that company.

If they should invest in that company, how much of their $50,000 inheritance should they allocate toward the purchase of shares in that company?

Regardless of your position on whether they should invest in your chosen company, if Jamie Lee and Ross went ahead and purchased shares of stock in that company, how many shares could they purchase with the $50,000?

What would be the total transaction cost if they purchased the shares online? (List the source for your answer.)

May 25, 2022