Investment plan

For this assignment, you will design an investment plan for an individual based on the individual’s retirement plan, risk preferences, current wealth, and future wealth requirements.


Please include a mix of both primary and secondary sources, with at least one source from a scholarly peer-reviewed journal.


  • Primary sources are first-hand accounts such as investment brochures, financial publications and websites, company filings, press releases, market data, financial indices and other relevant publications. Financial magazines and newspapers are excellent sources for this kind of information but most of the data can be gathered online.
  • Secondary sources come from peer-reviewed scholarly journals, such as The Journal of Finance. You may use sources like JSTOR or Google Scholar to find articles from these journals. Secondary sources may also come from reputable websites with .gov, .edu, or .org in the domain. (Wikipedia is not a reputable source, though the sources listed in Wikipedia articles may be acceptable.)