Analyze your clients current investments

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Reference no: EM133924840

Introduction and Purpose:

This assignment will help you in completing the Personal Financial Plan due in Week 7. The instructions to the Personal Financial Plan can be located on the Syllabus & Course Info page. Assignment Guidelines: Analyze your client's current investments: What are they invested in? How do those investments fit their investment desires and needs? How are those investments performing? Submission Instructions: Submit this assignment as a Word document. Your assignment should be at least 2-4 pages in length. Be sure to include your name and date on the cover page. Get online assignment help-AI & plagiarism-free-now!

Reference no: EM133924840

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