Nick and Xavier

Investment personality and retirement plan PowerPoint.

Nick and Xavier.

Investment personality.

• Xavier- I am a conservative investor of type A. I have protection of my assets at all times. My risk tolerance tends to be above average. Peace of mind is a high priority to me, I don’t wish to cope with high uncertainty in financial matters.

• Nick- I am a conservative investor of type A. I try to protect my investments and see if the stocks go up if they go up I would take my money and stop there. I would try to stay invested in stocks for as long as I can. I would ty to stay out of financial matters.

Money Personality.

• Xavier- According to this survey, I am an idealist, I don’t find money as my top priority . I don’t pay attention to my finances and don’t analyze my spending and what I spend it on.. I should put my investing on autopilot. My lack of care for money could be an advantage to making money.

• Nick- In this survey I am a Guardian, who tends to focus on financial security instead of getting rich. I try to have self discipline and stay away from things I don’t need to invest in. I would probably not invest in many things but at least pay attention to them.

Retirement Plan.

• Housing• Xavier-Housing-move into larger home, $1,300• Nick-Own a condo or town home- $800

• General Expenses • Both-Groceries $270• Health care $400• Miscellaneous $649• Transportation $520• Utilities $275• Other $0

• Hobbies• Xavier-Skateboarding $200• Both-Video Games $40

Pie Chart.

THE END!!!!!!!