The Vanguard Group Michele Kratter Keiser University Professor Williams MBA521/Financial Management February 28, 2015
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Introduction If you are deciding to work for a financial group as a financial advisor, The Vanguard Group may be exciting, challenging, and excellent and career choice for you. As a financial advisor, you should be able to provide accurate financial information to all your clients and manage their retirement plans. Vanguard is one of the largest mutual fund companies in the country, and serves a vast network of clients to invest in mutual funds and other retirement plan options.
THE VANGUARD GROUP 3
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Common equity $220 15.0 19.0 Basic earning power (BEP)
Earnings before Interest and taxes (EBIT) Total $500 14.1 20.2
Retrieved from: Brigham & Ernhardt, (2014)
Prospective Analysis:
Prospective analysis can be defined as the forecasting of future financial information. The key areas are to be determined by projecting the income statement and the balance sheet. We would discuss each of the projections in a detailed manner, and consequently move on to the relevance of sensitivity analysis in evaluating the projections made.
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“Project forecasting is the process of making conjectures about future performance, which can help managers decide; whether to create new projects; and whether to continue with existing projects.”
Reference- Retrieved from: (2013) http://smallbusiness.chron.com/project-forecasting-36758.html
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What recommendations would you make for financial advisors at The Vanguard Group? The Vanguard Group offers a full service personal financial advisor services for their clients providing brokerage services, annuities, financial planning, assets management and trust services. All financial advisors should have all their credentials present when meeting a client for the first time. Vanguard offers a wide variety of advice services to help you manage your financial goals, both for your retirement and other investments. Some people enjoy managing their own investments, while others prefer to turn the job over to a professional like Vanguard. Whatever you’re level of financial interest, Vanguard has investment advice services to meet your