Financial Investments

This assignment has multiple parts. You must write a comprehensive paper (in essay format) that is well-organized into parts with clear subheadings. Incorporate all the articles I sent related to this assignment.

Part 1.

Watch the following documentary and answer the questions below.

Read “

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Think about how much a person can take home after tax. $15.5 (it was increased recently so use the latest amount) x 40 hours/week x 52 weeks = $32,240- federal tax (10%) – social security+medicare (7.65%) – state tax ($887) – city tax ($587) – health care – insurance – housing – clothing – eating -entertainment = ?

Q. Can you make a living? Why is this an important issue? What are the pros and cons of raising the minimum wage? Why does the government care about this? Do you think income inequality is good for society? What is the cause of this inequality? How does this impact you personally? What can be done about it?

Part 2.

Create your personal budget showing the past 12 months. This can be a made-up budget. It should compare each month and show incomes and expenses. You should identify potential savings. Must integrate graphs and tables (Excel spreadsheet) in the Word document. The report should be done in Word. You must explain your budget in detail.

Part 3.

Assume you have $100,000 to create a personal investment portfolio. Create a diversified portfolio that will give you the maximum ROI and explain why you think it will give you the maximum ROI in 10 years.

Think about how a minimum wage impacts your personal finances and why people need to do a monthly budget. When you look at your monthly budget over the year, you have a good idea where you can save. You can also set a goal in terms of how much you want to save. When you save enough money, you have to think about how to invest it so the money will grow over the years until you retire. In this case, you pretend that you have $100,000 to invest. What should you invest in (focus on the items mentioned below)? Stocks? Which Stocks? Why? Mutual Funds? House? Gold? Make sure to review the video materials in the module (investment 101).

Part 4.

Answer the following questions.

1. How big is the US Government budget?
2. What is the amount of US GDP?
3. List the top 5 GDP countries and the bottom 5 GDP countries.

• Must have at least two references. Must follow all assignment requirements (HW heading, APA, references, etc.) and submit a Word document.

Rubric

Grading (4)

Grading (4)

CriteriaRatingsPtsThis criterion is linked to a Learning Outcome

Contents

40 pts

Full Marks

0 pts

No Marks

40 pts

This criterion is linked to a Learning Outcome

Analysis

50 pts

Full Marks

0 pts

No Marks

50 pts

This criterion is linked to a Learning Outcome

Format and Style

10 pts

Full Marks

0 pts

No Marks

10 pts

Total Points: 100