• Forecast potentialmarket developmentsthat may impact your portfolio recommendations. Consider the following developments in your calculations and summary:
  • Historical data generated from common stock market indices such as S&P 500 and NASDAQ: What are 1-, 3-, 5-, and 10-year historical returns generated from a common stock market index such as S&P 500?
  • Future trends: What are some major trends in the world of investing that investors have to keep in mind?
• Discuss therisk and return profileof the client. Address the following in your summary:
  • Risk of an individual investments and impact on portfolio
  • Risk of overall portfolio
  • Individual risk preferences of the client (minimize, maximize, and so on)
  • Goal factors: Describe in quantitative terms the client's goals and return objectives
  • Time horizon: What stage of life is the client in at the moment and what time horizon does the client have to achieve those goals? Some additional considerations for this stage include major future life milestones with financial impacts, establishing clear, practical, and logical connections among time horizon and risk and return objectives.