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9 Aug 2019

Please help me answer this questions in the perspective of being a financial advisor. I need a short paragraph for each of the three important reasons.....

When a Financial Advisor first contacts individuals, one of the questions that is often asked is “Why should I do business with you?” Below, please respond to this question with the three most important reasons why an individual or couple would want to do business with you.

1) Trust
2) Expertise
3) Results

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Jean Keeling
Jean KeelingLv2
10 Aug 2019

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When a Financial Advisor first contacts individuals, one of the questions that is often asked is “Why should I do business with you?” Below, please respond to this question with the three most important reasons why an individual or couple would want to do business with you.

1 a) Compare ETFs (Electronic / Exchange Traded Funds) with Mutual Funds studied in the class. Specifically look at the (i) common features, such as ownership and the financial assets involved; and differences between the funds.

b) How or in what way is the ETF connected to the Financial System. Specifically, think about the assets, involvement in financial institution or financial market with the justification (that is reasons) in mind.

2 . In the recent past, small business lenders (for example 'biz2credit', 'kabbage', 'CANCapital', and 'LendingClub') have become popular. Their major function is to provide loans to small businesses to carry on the day-to-day business operations. You may not need to do research in order to answer the following questions. But most definitely you would have to use your analytical mind and make connections to the material learned in the class.

a) Why are these lenders important to the financial system? Include the competition from the financial institutions (such as commercial banks, shadow banks) discussed in the class.

b) What do you think about the long run sustainability of these lenders? Think about what does it take to survive as lenders and what may be major hurdles for their survival.

Part II: Apple is the company

Select one company that is a member of the Dow Jones Industrial Average. The listing is here:

http://finance.yahoo.com/q/cp?s=^DJI+Components

Apply the Dividend Discount Model and justify why you think that the stock is currently undervalued, overvalued, or fully valued. Please be sure to state your assumptions and justify your results. What is the relationship, if any, between stockholders’ wealth and financial decisions?

Short Essay - Part II (use Word).

Let’s look at this issue from an investor’s perspective and respond to the question above. Do research as needed and respond to the questions posed in part II.

Start with an introduction and end with a summary or conclusion. Use headings. Don’t forget to reference your sources. Maximum length of two pages.

Apple Div's are $2.34 per share Beta is 1.46 GRowth rate annually 8.53%

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