The Pride family

Read the scenario below, and then answer the questions that follow in a 3-page analysis. The questions will guide your analysis of the situation, but they need
to be presented as part of a report to the owner of the company on investment portfolios.
Scenario:
The purpose of this case is to provide you with the opportunity to identify investment needs, establish investment goals, and design an investment program.
Pie chart is in attachments
The Pride family has decided to take the cash from under their mattresses and invest in various financial instruments. The family consists of Grandma Ann
(age 75), Mom and Dad Pride (both age 50), and sons Frank (age 25) and Michael (age 22). They meet with the financial planner, Providence, to discuss their
individual risk tolerance levels and their investment portfolio objectives.
Frank and Mike have decided to choose the following portfolio:
Please answer the following questions:
Based on the given portfolio, Frank and Mike are considered what type of investors?
Based on the given portfolio, what is Frank and Mike's risk tolerance level?
What are Frank and Mike's next steps?
What are Frank and Mike's long-term goals?
How have Frank and Mike balanced their portfolio?
Submitting your assignment in APA format means, at a minimum, you will need the following:
Title page: Remember the running head. The title should be in all capitals.
Length: 3 pages minimum
Body: This begins on the page following the title page and abstract page and must be double-spaced (be careful not to triple- or quadruple-space between
paragraphs). The typeface should be 12-pt. Times Roman or 12-pt. Courier in regular black type. Do not use color, bold type, or italics, except as required for
APA-level headings and references. The deliverable length of the body of your paper for this assignment is 3 pages. In-body academic citations to support
your decisions and analysis are required. A variety of academic sources is encouraged.
Reference page: References that align with your in-body academic sources are listed on the final page of your paper. The references must be in APA format
using appropriate spacing, hanging indent, italics, and uppercase and lowercase usage as appropriate for the type of resource used. Remember, the
Reference page is not a bibliography but a further listing of the abbreviated in-body citations used in the paper. Every referenced item must have a
corresponding in-body citation