Essay ScenarioImagine your parent(s) just inherited $100,000 from a long lost aunt. Explain to them why it’s important to invest their money so that it grows over time for retirement. Also, explain why it’s important to diversify their investments among stocks, bonds and mutual funds, which are called asset classes.  Choose two investments from among the stock, bond, and mutual fund asset classes that you would recommend for the long-term. (For example, choose a stock and a mutual fund, a stock and a bond, or a bond and a mutual fund.) Explain why you would choose each one. Also, explain why you think your choices would be good investments for their retirement.

Objectives

• Can accurately discern and describe the relationship between a current event and the stock prices of particular companies or of companies in general;

• Can explain the importance of company attributes, such as earnings, earnings per share, and price/earnings ratios.

Requirements• Due by Friday, March 27th

• Maximum of 700 words• A title for your essay must be included at top of first

page of text • Works cited page, APA style• Plain text only, no charts, graphs or symbols

Requirements• Attach essay as a file to an email and send to: msfelix@pacbell.net

• Cover page must include the following:– Teacher’s name– Teacher’s email address– School name, address, phone– Student’s first name, and last initial only– Students’ SMG team login id

Criteria1. Does the student exhibit knowledge regarding the

concept of researching and planning an investment strategy? – address the question using relevant terminology – understanding of the core concepts of the question

2. Is the essay thoughtful? – logical thinking process involved in addressing the

question3. Is the student's work interesting to read?

– communicate thoughts in an engaging and inviting manner

Additional Information

http://www.investwrite.info