Compare and contrast the valuation metrics of common equity.
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W8Final Paper This last assignment combines the previous seven week’s work and ties it all together to create a document that conforms to one’s own situation. Everyone is unique and different, financial planning is as diverse as the types of clients financial planners serve. Collectively, this paper combines the themes of the Veritas Program—culture, Christianity, and character—with the two general education outcomes under which this course falls; Describe best practices for improving health in at least one accepted area of wellness Apply at least one of these practices to one’s own life -Describe a topic from each section to improve financial health -Outcome Applying each topic to one’s own life -APA format week 1 objectives- 1.1 Identify an individual’s needs and wants when budgeting. (CO1 & 2) 1.2 Determine an individual’s relationship with money. (CO1 & 2) 1.3 Delineate an individual’s values and goals. (CO1 & 2) 1.4 Apply time value of money concepts to determining costs, number of years, rate of return, and present and future values of lump sums and annuities. (CO3 & 4) 1.5 Apply time value of money concepts to determine payments for houses, cars, student loans, and assets. (CO3 & 4) 1.6 Differentiate between simple and compound interest. (CO3 & 4) 1.7 Explain the similarities and differences between opportunity cost, compound rate, and discount rate. (CO3 & 4) 1.8 Analyze and evaluate one’s spending habits in weekly, monthly, and yearly increments. (CO1 & 2) 1.9 Create personal financial statements. (CO1 & 2) 1.10 Synthesize a plan for creating an emergency fund with the personal financial statements. week 2 objectives- 2.1 Determine the differences between progressive, excise, and regressive taxes. (CO2 & 6) 2.2 Understand how to calculate adjusted gross income from the three sources of income. (CO 2) 2.3 Evaluate the differences between tax credits, itemized deductions, and the standard deduction. (CO 2) 2.4 Compare and contrast above-the-line and below-the-line deductions. (CO 2) 2.5 Determine the difference between marginal income tax rates and average income tax rate. (CO 2) 2.6 Differentiate between the different life stages and identify where the student fits. (CO 3 & 4) 2.7 Identify the different financial instruments available at each life stage. (CO3 & 4) 2.8 Evaluate the types of accounts available, checking, savings, etc. and which account is most appropriate for an individual at each life stage. week 3 objectives- Discriminate between the different credit cards, features, fees, and APR. (CO3) 3.2 Evaluate the different types of student loans, payment options, interest, and time-frame to payback the loans. (CO 3 & 4) 3.3 Understand what the true cost of payday loans is and whether to perpetually take out payday loans week 4 onjectives- 4.1 Synthesize the eight steps in both purchasing an automobile and a house. (CO3) 4.2 Discriminate between what one needs and what one wants, particularly between the 4.3 Evaluate the advantages and disadvantages of home equity loans. (CO1 & 3) 4.4 Compare and contrast the yellow flag and red flag warnings. (CO 1 & 2) 4.5 Assess the ways to stop, and leave, financial distress. (CO 1 & 2) 4.6 Determine which chapter of bankruptcy is most appropriate given one’s financial situation. week 5 objectives- 5.1 Compare and contrast the different forms of insurance for risk management. (CO 2 & 6) 5.2 Synthesize the types of insurance needed for one’s own coverage. week 6 objectives 6.1 Compare and contrast the different types of investment risk. (CO 2, 4, 5, & 7) 6.2 Differentiate the asset classes and the risks inherent in each class. (CO 2, 4, 5, & 7) 6.3 Evaluate the relationship between risk and return in investments. (CO 2, 4, 5, & 7) 6.4 Define diversification and whether it is appropriate at various life stages. (CO 2, 4, 5, & 7) 6.5 Illustrate the different types of common equity and preferred equity. (CO 2, 4, 5, & 7) 6.6 Compare and contrast the valuation metrics of common equity. (CO 2, 4, 5, & 7) 6.7 Evaluate the ways common stocks are traded. (CO, 4, 5, & 7) 6.8 Differentiate the various types of bonds, their coupons, face value, yield, and features. (CO 2, 4, 5, & 7) 6.9 Discriminate between bond ratings and bond valuation. week 7 objetives- Examine the different types of mutual funds, the share types, fees, and structure. (CO 2, 4, 5, & 7) 7.2 Explain the differences between mutual funds and ETFs. (CO 2, 4, 5, & 7) 7.3 Synthesize the benefits and risks of mutual funds given the different types previously described. (CO 2, 4, 5, & 7) 7.4 Describe what a real estate investment trust (REIT) is and why investors purchase their shares. (CO 2, 4, 5, & 7) 7.5 Appraise the advantages and disadvantages of REITs. (CO 2, 4, 5, & 7) 7.6 Compare the different types of REITs and their utility in an investor’s portfolio. (CO 2, 4, 5, & 7 week 8 objective- Compose a financial plan given their current situation and expected vocation upon graduation which includes proper risk management, investment planning, and debt management.

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