JavaScript is disabled for your browser. Some features of this site may not work without it.
  • About K
  • Academics
  • Admission
  • Alumni Relations
  • Giving to K
  • News & Events
  • Student Life
  • HORNET HIVE
  • ATHLETICS
  • SITEMAP
  • WEBMAIL
    • Login
    View Item 
    •   CACHE Homepage
    • Academic Departments, Programs, and SIPs
    • Economics and Business
    • Economics and Business Senior Integrated Projects
    • View Item
    •   CACHE Homepage
    • Academic Departments, Programs, and SIPs
    • Economics and Business
    • Economics and Business Senior Integrated Projects
    • View Item

    Investing in Your Future : The Financial Life Plan Connecting Investments with Personal Goals and an Infinite Legacy

    Thumbnail
    View/Open
    Searchable PDF / Kalamazoo College Only (1.527Mb)
    Date
    2016
    Author
    Rucinski, Brock B.
    Metadata
    Show full item record
    Abstract
    Since August of 1935, the United States of America has had one of the world's largest and most efficient retirement programs because of the implementation of The Social Security Act drafted by President Franklin D. Roosevelt as a part of the New Deal. Over the past couple of years, the efficiency of Social Security has been questioned by future retirees who are worried they will not receive the full amount of money that they have been contributing to the program. With the future of Social Security somewhat uncertain, it will be very important for individuals to use different investment vehicles to save enough money for their retirement. Based on data already compiled, this paper seeks to do several things: first, provide a literature review full of investment theories that will serve as the foundation of future portfolios; second, provide specific guidelines in creating a financial life plan by separating an individual's life into three stages; third, based on the findings, provide an argument as to whether certain traditional investment strategies should be implemented to assist in achieving financial life goals. Based on the research, the financial life plan will be a viable option for long-term, growth-oriented investors seeking consistent economic returns.
    URI
    http://hdl.handle.net/10920/30673
    Collections
    • Economics and Business Senior Integrated Projects [1202]

    Related items

    Showing items related by title, author, creator and subject.

    • Thumbnail

      An Optimal Investment Portfolio : A strategic investment plan combining active and passive management approaches to investing. 

      Aliotta, Joey (2014)
      When building an equity portfolio to maximize growth, stability, and security of personal wealth, a hybrid investment plan with both active and passive strategies is the most optimal approach. Both approaches have their ...
    • Thumbnail

      Life Cycle Investing: The Art of Investing 

      Sherwood, David (1995)
      Is money simply a medium of exchange or does it represent the goal of every individual in the world. It is often thought that this monetary goal will result in freedom, but what does the word freedom actually mean? Freedom ...
    • Thumbnail

      Investing in Your Future: The Financial Life Plan Connecting Investments with Personal Goals and an Infinite Legacy 

      Rucinski, Brock B. (Kalamazoo, Mich. : Kalamazoo College, 2017)
      This project focuses on the ability of portfolio management strategies to add value to an individual’s investments. Portfolios were constructed with the use of modern portfolio theory, efficient market hypothesis, the ...

    Browse

    All of CACHECommunities & CollectionsBy Issue DateAuthorsTitlesSubjectsThis CollectionBy Issue DateAuthorsTitlesSubjects

    My Account

    Login

    DSpace software copyright © 2002-2023  DuraSpace
    DSpace Express is a service operated by 
    Atmire NV
    Logo

    Kalamazoo College
    1200 Academy Street
    Kalamazoo Michigan 49006-3295
    USA
    Info 269-337-7000
    Admission 1-800-253-3602

    About K
    Academics
    Admission
    Alumni Relations
    Giving to K
    News & Events
    Student Life
    Sitemap
    Map & Directions
    Contacts
    Directories
    Nondiscrimination Policy
    Consumer Information
    Official disclaimer
    Search this site


    Academic Calendars
    Apply
    Bookstore
    Crisis Response
    Employment
    Library
    Registrar
    DSpace Express is a service operated by 
    Atmire NV