Cindy and John Appleby Just Inherited $30,000 and Would Like

question 17

Essay

Cindy and John Appleby just inherited $30,000 and would like to invest the money in a conservative mutual fund.Since they have never invested in mutual funds,they ask for your help.In your own words,describe the sources of information available for evaluating a mutual fund investment.

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Definitions:

Financial Return

The profit or loss resulting from an investment, expressed as a percentage of the investment’s initial cost.

Social Media

Digital platforms that facilitate the creation, sharing, and exchange of content, opinions, experiences, and insights, influencing personal, professional, and cultural interactions.

Empowerment

The process of giving individuals or groups more control over their lives or the situation they are in, often used in social, educational, or workplace contexts to enhance participation and confidence.

Price Matching

A commercial policy whereby a retailer agrees to match a lower advertised price from another retailer on identical products to attract or retain customers.