Category: Finance

you did my draft before on this so i need u to add more and make it proper and last time you did not add excel file i also need that to support my conclusion.

Set up your Excel workbook and begin reviewing the options in Module 8 Portfolio Project and choose one. Using the skills from Module 2, prepare the analysis of the two capital budgeting options. Submit your Excel worksheet for grading.
Module 8 Portfolio:
You have been tasked with creating a capital budget, retirement forecast, and presentation for a high net worth client. The following information is provided:
Married couple- $250,000 per year income from W-2 form.
Ages 45 and 42, no children.
In addition to the W-2 income they own a business (S-Corporation) and typically see about $100,000 in dividends each year (total between the two of them).
Current retirement savings = $1,500,000.
They contribute the maximum possible to a Simple IRA each year.
They would like to retire at 50 with $2,500,000 in their retirement account.
They will also be continuing ownership in the S-corp and plan to continue to receive the dividends after retirement.
They are looking at the following options from a capital budget perspective (NOTE: they can only choose one):
Purchase a rental property for $500,000. It will create cash flow of $60,000 per year in rent, which will increase by 4% per year over the next 10 years. They then anticipate being able to sell the property for $750,000.
Invest $500,000 in a 10 year 10% coupon bond, paying out dividends semi-annually.
Submit an Excel workbook with the following worksheets:
Capital Budget calculations for both options.
Retirement forecast based on the above information (NOTE: do a separate forecast for each of the possible capital expenditure options).
Summary worksheet
Submit a 3-5 page Word document that summarizes your findings, calculations, and recommendations.
Submit a 5-7 slide PowerPoint presentation that summarizes your analysis in a way non-financial clients can understand. In this portion of your presentation, include a cover slide, your analysis, and a conclusion slide with references formatted according to the CSU Global Writing Center (Links to an external site.)(which can be accessed by selecting “Library” in the Canvas navigation panel). (which can be accessed by selecting “Library” in the Canvas navigation panel). For tips on creating presentations visit the CSU Global Writing Center Visual Presentation (Links to an external site.) page (which can be accessed by selecting “Library” in the Canvas navigation panel).

Attached is a document for a case study that needs to be analyzed as well as a document with questions that answered in full & complete intricate detail. Work needs to be shown for all numerical/analytical questions

Attatched there are three case studies for financial planning. This requires knowledge in finance The assignment is to pick one and answer the three questions(at the end of the case study) two paragraphs for each question. Only complete the three questions for 1 case study of your choice.

answer these 4 questions Q1: What are the major lessons learned from the 2007-2008 financial crisis and the role of public policy in addressing the fallout and the rescue of the U.S. economy? Present your arguments base on select theoretical perspectives and mention the theory(ies) that you espouse to support your claims. use Multiple Streams Theory and Human Capital Theory
Q2: Reflecting on Public Finance from the learning activity titled “On Economic, Politics, and Public Policy of Healthcare: US vs World.” Why is it not possible for America to offer free healthcare to all Americans as it is the case for other rich countries? link to video: https://youtu.be/BytzrjEfyfA?si=G7s8qN5Y4i_W4nll
Q3: Summarize the paper titled “The Economic Effects of Public Financing: Evidence from Municipal Bond Ratings Recalibrations by Adelino et al. (2017) in 150 words at the very minimum (see uploaded file)
Q4: Discuss one option to reduce the federal government deficits using Bentham’s policy philosophy as a guide for your selection.

Complete both parts of this assignment. You will work on some of these pieces earlier in the course when you submit the Module 3: Portfolio Milestone and the Module 5 Portfolio Milestone.
Part One: Ratio Analysis
Pick one debt ratio and one
profitability ratio, which you did not analyze, from the week three
portfolio milestone. Research a publicly traded technology company and
access the financial statements needed to calculate those two ratios.
Provide a cross-sectional analysis comparing the results from TechnoTCL (attached)
reviewTechnoTCL and your chosen company for the two ratios.
Prepare a presentation (maximum of 4 slides – no speaker notes required) with the following information:
Slide One: Analyze the two ratios including how the ratio is calculated and how it is used.
Slide Two: Introduce the public company chosen, describe the
information used for the ratios and calculate the two selected ratios.
Slide Three: Show the two ratios for the two companies (your company and TechnoTCL) in a table.
Slide Four: Compare and contrast the key differences between the ratios for the two companies and what they might indicate.
Part Two: Require Return for Capital Funding
Suppose that TechnoTCL is considering a new project. They are trying
to determine the required rate of return for their debt and equity
holders. See the information below:
A 6.5% percent annual coupon bond with 15 years to maturity, selling
for 96% of par. The bonds make annual payments. What is the before tax
cost of debt? If the tax rate is 30%, what is the after-tax cost of
debt?
The firm’s beta is 1.5. The risk-free rate is 4.0% and the expected market return is 10%. What is the cost of equity using CAPM?
Use the balance sheet for TechnoTCL to determine the weighting for
capital used by the company. What are the weightings for long-term debt
and common equity?
Calculate the WACC for TechnoTCL.
If the company has three possible projects with the following
characteristics and has $300,000 available to fund capital investments,
what decision should be made for each project (A-C)? Why?
Submission Guidelines
Add to your existing presentation from Part One, create one slide
each for item above (numerical items 2-5). No speaker notes are
required. 
Include a minimum of four (4) credible sources in addition to the public technology data source in APA format.
Submit the presentation as a PPT or PPTX file, and include a title slide and a reference slide. 
Attach an Excel file if necessary, to support the calculations.
Also attached are the Module 3 and 5 submissions for referance.

After reading the case, complete step 14.
14) For FY 2024: Develop a statistical budget. Develop a revenue budget after deciding whether a rate increase will bring more money to the bottom line. [See appendix 9.1 in chapter 9.] Develop the following four expense budgets in statement of operations format, including detailed footnotes explaining any changes in the numbers:
(1) Increase expenses the maximum requested after adjusting variable expenses based on the statistical budget (use inpatient day equivalents [discussed in appendix 1.3 in chapter 1] to determine the percent increase or decrease in volumes) and based on the anticipated inflation rate of 5 percent.
(2) Maintain expenses at FY 2023 levels after adjusting variable expenses based on the statistical budget and based on the inflation rate of 5 percent.
(3) Reduce expenses from Budget 2 to break even in FY 2024.
(4) Reduce expenses from Budget 2 to not only break even in FY 2024 but also to recover FY 2023 losses.
Nowicki, Michael. Introduction to the Financial Management of Healthcare Organizations, Ninth Edition (pp. 511-512).
I have also attached the Excel spreadsheet for the work completed in the previous steps.
Thank you!

– Formatted according to APA 7th edition – Provide support for your statements with in-text citations from a minimum of 5scholarly articles. – NO CHAT GPT at all! – No plagiarism – minimum 2 pages

Dscuss your impression of the probate process. How would you suggest improving it? What do you think are the more effective steps we can take to avoid it?
video – https://www.youtube.com/watch?v=WYYZxev91Es

Find a public company listed on NYSE or NASDAQ. The stock should have a closing
price above $20 from the past year