Analyse the following case and answer the questions  Five years ago, Anastasia had invested $5,500 into a securities portfolio. Given the rate of return of 12%, how much money Anastasia has in her investment portfolio now? This question is about finding present value or future value? Perform calculation to find out how much money has Anatasia got in her investment portfolio now?

Q: Answer in Excel Financial Calculations  a. If you are lucky and win $50,000 in a tax-free lottery…

A: Solution a.  Maturity amount = $160,357.77 at the end of 20 years.

Q: If you will live for X years after retirement and the estimated return for your investment portfolio…

A: Note: The question provides a choice of two retirement plans: Fidelity. 401(k) plan” or “Hines…

Q: Your client is 45 years old, and she wants to begin saving for retirement, with the first payment to…

A: Time = t = 65 - 45 = 20Payment = p = $6000Interest rate = r = 11%

Q: Ann Tyler has come into an inheritance from her grandparents. She is attempting to decide among…

A: Here, Formula of Expected Value is as follows: Expected Value= ∑Probability * Returns

Q: Your client is 34 years old. She wants to begin saving for retirement, with the first payment to…

A: To solve this problem, we will use the future value of an annuity formula and the present value of…

Q: The Total Return on an investment is the relative change in the investment value over a given time…

A: Total return in dollar is the difference between the price received at the end and the price paid at…

Q: You would like to start saving for retirement. Assuming you are now 20 years old and you want to…

A: Future Value of Annuity = Amount * (((1 +Rate of Interest)N-1 )/Rate of Interest)Where,Amount =…

Q: our client is 40 years old; and she wants to begin saving for her retirement, with the first payment…

A: Given:

Q: Lillian Coleman is 21 years old and has just graduated from college. In considering the retirement…

A: Inflation refers to the continuous rise in price level. It erodes the buying power of money.…

Q: a stock index fund that had an average APR of 11% over the last year. estment in 5 years and advise…

A: Information Provided: Investment = $10,000 Years = 5 Safe rate = 1.5% compounded monthly Risky rate…

Q: Please answer a, b, and c   Your client is 35 years old. She wants to begin saving for retirement,…

A: Future value is the worth of the amount of money invested today at some future date at given rate of…

Q: Suppose that your friend has a farm in 2019 and wants to make an investment 150,000 in 2030 for all…

A: Future Investment = 150,000 Time duration = 2030-2019 = 11 years

Q: What is the investment objective for a client who is 57 years old and planning to retire in 5 years?…

A: “Since you have asked multiple questions, we will solve the first question for you. If you want any…

Q: You are now 35 years old and will retire at the age of 65. While you currently have no savings, you…

A: Future value refers to the projected value of a sum of money at a specified future date, assuming a…

Q: Monique Gonzales just graduated and was hired by a new cybersecurity firm in Colorado. She needs to…

A: The Hurwicz criterion: The Hurwicz criterion is a tool that aids decision-making under uncertainty.…

Q: Your brother plans to start investing.  He will invest $804 today; $991 in 2 year and $1294 in 6…

A: The concept of time value of money will be applied here. Money invested today grows in future due to…

Q: Provide Sue with financial advice on which option has the potential to yield the highest monetary…

A: option A pension is $1750 per month  annual pension received is 1750 * 12 = 21000 interest received…

Q: You have been offered an investment in Brian, Jesse, and Lisa. Each investment pays $1,000 at the…

A: payout at the end of 3rd year 1000 payout ever year 80

Q: Find the interest Thomas has $1,000 in his bank account today to spend on a TV in one year. Thomas…

A: Particulars Values Present value $ 1000.00 Periodic deposits 0.00 Future value  $ 1,030.00…

Q: Ann Tyler, with the help of a financial newsletter and some library research, has been able to…

A: Expected value of the investment is the value which is expected to be generated from the investment.…

Q: You plan to buy a real estate property.  You have $838 to invest and aim to have $2983.16.  You plan…

A: The theory of compounding facilitates in ascertaining the Future value (FV) of today's money. It is…

Q: The four people below have the following investments. Invested Amount $ 11, 200 14,200 21,200 17,200…

A: Future value refers to the value of an investment or asset at a specific point in the future after…

Q: Alternatives Mutual Fund Stock Market CDs Bonds Payoff Table Good Economy 900 5,500 1,800 550 State…

A: Hurwicz criterion:The Hurwicz criterion is a decision-making framework used in finance to evaluate…

Q: If an investor invests her money in a project with a 10% annual return. What is her nominal rate  of…

A: The effective interest rate (EIR), effective annual interest rate (AER), or simply effective rate is…

Q: Ten years ago, Ginny inherited $50,000 from her grandmother. She decided to invest all of this money…

A: Amount invested to earn return is known as investment. Investment offers two types of return. One is…

Q: Ann Chang is investing $3,500 TODAY and will do so at the BEGINNING of each year for the next six…

A: The payments made on a regular basis that is equal in amount and made at the beginning of the…

Q: Waiting period. Susan Norman seeks your financial advice. She wants to know how long it will take…

A: NPER is the number of periods that determines how much amount should be invested today to earn a…

Q: wu would like to start saving for retirement. Assuming you are now 20 years old and want to retire…

A: The future value function or concept can be used to determine the future value of a present sum or…

Q: An investor has developed projections for an investment that will generate the following stream of…

A: The future value of cash flows will be reflective of the compounded value of investment in the…

Q: 1

A: The present value factor (PVF) is a financial treatment used for estimation of the current value of…

Q: The grade 10 learners at Stellenzicht Secondary School raised R5 800 at the cake sale. They want to…

A: Given, Amount raised is R5800 Bank A: 5.5% simple interest for 3 years Bank B: 4.5% compound…

Q: Accounting An investor holds a stock in her portfolio. The earnings this year on the stock are $20…

A: VALUE OF STOCK    The Stock value is what someone is willing to pay for it. Value of Stock is also…

Q: Franklin Templeton has just invested $10,360 for his son (age one). This money will be used for his…

A: Computation of rate of return is as follows:A=P1+r100nWhere,A=Future valueP=Present valuer=rate of…

Q: Ronald has an investment opportunity that promises to pay him $52,000 in three years. He could earn…

A: Present value = Future value * Present value of $1 table factor

Q: Curly's Life Insurance Co. is trying to sell you an investment policy that will pay you and your…

A: In this case we need to compute the value of policy today. Insurance company will pay $34000 per…

Q: ​ (Future value​) Sarah Wiggum would like to make a single​ lump-sum investment and have ​$1.7…

A: Case 1 -  If the annual return is 7% Amount Sarah must invest today = $255,683.76 Case 2 -  If the…