I need a case study written

https://biz.libretexts.org/Courses/Prince_Georges_Community_College/BMT_1620%3A_FINANCIAL_PLANNING_AND_INVESTMENTS_(COOKS_2021)

Case Study: How to reach a financial goal of $350K by age 65 with $50K
Your uncle wants you to learn how financial planning and investing can secure your financial
future, so he is giving you $50K dollars in cash to start your financial investment. However, with
this gift of $50K cash, he has the following stipulations:
- It can only be invested in financial investment forms
- It cannot be withdrawn until you reach retirement at 65 years of age
- The $50K must be invested in four different financial investments that can accumulate an
additional value of $20,000 in the next 10 years ($70,000). Your paper should
concentrate on this long-term planning goal of achieving $20,000 in the next 10 years.
Case Study Requirements:
In addition to your uncle’s stipulations, one of the investment opportunities must include one or
more of the three most widely followed indexes in the U.S. (the S&P 500, Dow Jones
Industrial Average, and Nasdaq Composite) and the other opportunities must be some sort of
financial growth opportunity for investments in:
1. Certificate of Deposits
2. Mutual Funds or Growth funds, Commodities, ETFs
3. Housing Market
4. Bond Market
5. Annuities
6. IRA or 401K opportunities
7. Options
Research Paper (RP) must be in submitted in Microsoft Word format, proper
APA style: Times Roman 12 point, double spaced, and 10-pages minimum in length.
The paper must highlight the investments as outlined above and demonstrate how those
investments will achieve your future investment goal of ($70K) in the next 10 years. Students
must be detailed in a 10-year financial growth
plan analysis.
Each paper must include:
- Executive Summary explaining what investments you are choosing and why this choice
of each investment will help you achieve your financial security goal at age 65. This
should also include a financial outlook for the future and the amount of financial risk you
will assume for this investment. The executive summary will also include contingency
plans for each financial investment if the future outcome projection for the investment
suffers substantial losses in the long-term. This summary must also include how you will
pay the assessed taxes (federal, state) for capital gains from these investments. Further
consideration should be given to how you will transfer the wealth accumulated from
these financial planning investments, should an unexpected death occur with the investor.
To achieve this financial goal ($70K), the investor may also have to add additional
funding annually to their financial investment planned account, explain how you would
plan to budget to contribute to these accounts annually to achieve your total financial
investment goal ($350K) by age 65.

- Students must complete a thorough financial analysis on the companies they chose to
invest their money in the stock market indexes. A detailed analysis must be included in
the research paper that includes their financial investment analysis to include “Results of
their company’s Ratio Analysis” (Chapter 3) and how this analysis was used in helping to
chose what company to invest their money in financially, according to what the analysis
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yielded, and what the 10-year future forecast of the company is from research conducted
in their choice. (Company prospectus)
- Students must also reflect their understanding of being adaptive in their financial
planning and investments in their paper with an “alternative financial plan” that reflects
“what if” changes in the nation’s economy. A thorough understanding of this must be
explained and reflected in the research paper.