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Assignment: Stocks and Bonds RecommendationsStudent Name: Date:You’re checking your email one day and you find these two messages in your inbox.Hey!What’s up? I know you’ve been studying a bunch of financial stuff, and I was wondering if you could help me with something.My parents are getting close to retirement age, but they don’t have enough money to retire yet. My dad is 63 and my mom is 61. They’ve got some money they want to invest, but they don’t know whether to invest in stocks or bonds. We can’t afford a financial advisor or anything. Do you think you could give us some advice? They really don’t have a lot of money, but they also don’t want to be too risky with the money they have. They’d like to be able to retire in about five years. What should I tell them to do?Joo-EunHi,Are you busy this weekend? I thought maybe we could grab lunch or something on Sunday. I gotta get your help with something, since you’ve been studying finance and everything.You know how my brother and I have been trying to get stuff together to start our own business? We don’t know whether we should use stocks or bonds to finance the company. I say stocks, and he says bonds. If I buy lunch, could you help us figure out which one to do?AaronWhat to Do NextYou need to find out more about the differences between stocks and bonds before you make your recommendations. Student Resource 10.6 will help with that.You need to discuss with your partner what you would recommend for Joo-Eun and Aaron.You need to write up your recommendations for each of them using the frame provided on the next page.You need to make sure your recommendations meet the criteria listed on the next page.Frame: RecommendationsDear ,If I understand your email correctly, you have a question about using stocks and bonds for… (describe their situation)Under the circumstances, I think you should…The reason I would recommend that is...Another reason is…You may also want to think about…I hope this is helpful. Let me know if you have any questions.(sign your name)Before handing in your recommendations, check to make sure they meet or exceed the following assessment criteria:The assignment clearly addresses both stocks and bonds.It effectively and accurately identifies whether stocks, bonds, or a combination of the two is best for each situation.It correctly describes at least two specific reasons for each of your recommendations.The assignment is neat and legible and uses proper spelling, grammar, and punctuation. ................
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