Retirement

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Retirement Project:

You will be required to formulate a retirement plan.

  1. This plan should include at what age you plan to retire.
  2. How much you think you will need for retirement? On what do you base this estimate
  3. How will you accumulate assets to help fund your retirement?
  4. What type of investments do you intend to use to provide retirement income?
  5. What are some of the risks or challenges that current or future retirees face?
  6. What impact will Social Security & Medicare have on future generations and what

    challenges confront these and other retirement plans?

  7. How will inflation impact your retirement income?
  8. What other steps can you take to protect yourself in retirement?

Your retirement project should also be about 3-4 pages typed and double spaced.

Explain how bonds and stocks are different.

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Assignment 1:

 

Bonds vs. Stocks

 

Grading Rubric

 

 

 

You are trying to decide which investment would be best for you: bonds or stocks. You must do some

 

research to make a good financial decision.

 

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Explain how bonds and stocks are similar.

 

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Explain how bonds and

 

stocks are different.

 

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Explain how stocks are valued.

 

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Explain how bonds are valued.

 

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To determine which investment would yield the most, explain how to do the yield analysis for

 

bonds, and then for stocks.

 

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From the information obtained through your research

 

which investment would work the best

 

for you: bonds or stocks? Explain.

 

This Assignment will assess your knowledge based on the following outcome:

 

GEL

 

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8.3:

 

Formulate a logical solution to a problem.

 

Criteria:

 

Your paper should be 1

 

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2 pages in length usi

 

ng correct APA formatting for your in

 

–

 

text citations to

 

justify your discussion and place references at the bottom of the paper. Avoid using quotations, you

 

should paraphrase the material and use an in

 

–

 

text citation to give credit to the reference. Sources

 

should include academic journals, Web sources, and thoroughly use the text. (Review the APA

 

formats found in the Kaplan Writing Center.

 

To access the Kaplan Writing Center, select this lin

 

k

 

.).

 

Include in your final paper:

 

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Cover page with the title of the paper, your name, date, course, and instructor’s name

 

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Introduction

 

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Analysis

 

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Conclusion

 

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Reference page

 

Directions for submitting your paper

 

Make sure that you save a copy of the paper you submit. To submit your paper, go to the Dropbox

 

and select the Unit 10: Assignment 1 and follow the instructions.

 

 

Corporate Governance And Final Project

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Part One: Corporate Governance

Click here to visit Southwest Airlines Investor Relations.

Review the information the company has provided including the company profile, corporate government guidelines and policies, news and events, financials, and investor resources.

Required:

  1. Identify what Southwest Airlines sought to accomplish for its stakeholders.
  2. Evaluate Southwest Airlines’ actions with respect to employees and customers.
  3. Assess Southwest Airlines’ achievements in the area of corporate governance.
  4. Have the actions and initiatives undertaken by Southwest Airlines made in a positive impact on its profitability? Explain with specific examples and financial data. Cite your sources using APA format.

Part Two: Final Project Week 5: Relationships and Financial Performance; Company Investment Analysis; Final Report and Presentation of Findings

Required:

  1. What is the relationship between your companies and their respective employees and investors?  How do these relationships affect financial performance?  Are there any issues outstanding for your companies? Provide a rationale for your assessment.
  2. Compare and contrast your two companies using the financial statements for the two firms and the accumulated data and analysis completed so far.If you were going to make an investment in one of the two companies, which one would you select? Why? Explain your answer and include financial and nonfinancial reasons for your conclusion.
  3. Prepare a comprehensive final report that summarizes your research and analysis of the two companies you selected for your Final Project over all weeks of this course. Use good form and cite all sources in APA format.
  4. Create a 10-15 slide Microsoft PowerPoint presentation that summarizes your findings and conclusions for your Final Project over the past five weeks.

APA format

Please submit in 3 separate documents

What is the after tax component cost of new debt today?

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The Allied Group intends to expand the company’s operation by making significant investments in several opportunities available to the group. Accordingly, the group has identified a need for additional financing in preferred and new common stock and new bond issues.

New Debt
The company has been advised that new bonds can be sold on the market
at par ($1000) with an annual coupon of 8%, for 30 years.

New Common Stock
Market analysis has determined that given the positive history of the firm,
new common stock can be sold at $29 per share, with the last dividend being
paid of $2.25 per share. The growth rate on any new common stock has
been estimated at a constant rate of 15% per year for the next 3 years.

Preferred Stock
New Preferred Stock can be issued with an annual dividend of 10% of par
and is paid annually and currently would sell for $90 per share.

Questions: Address all of the following questions in a brief but thorough manner.

  • What is the after tax cost of new common stock, assuming constant growth in each of the next 3 years?
  • What would the dividend yield in each of the first three years if the growth rate is 12%?
  • What is the after tax component cost of new debt today?