1. Economic Analysis Team Project EGR 403 Matthew Berbee - Organizer Chris Cowdell - Researcher Maikel Fahim - Organizer Victor Hoang – Techie David Korich - Summarizer Douglas Yukihiro – Researcher 2

2. Project Outline Investigative comparison between popular investment packages Investigative comparison between popular investment packages Comparative analysis of investment efforts (Future Value, Initial Investment Choices and their results etc.) Comparative analysis of investment efforts (Future Value, Initial Investment Choices and their results etc.) Hypothetical Scenarios including company scandals, market turns, etc and their effects on investment options. Hypothetical Scenarios including company scandals, market turns, etc and their effects on investment options.

3. What Would Happen If… I invested in a TIAA CREFF at the age of 25 until retirement I invested in a TIAA CREFF at the age of 25 until retirement I invested in a ROTH IRA at the age of 25 until retirement I invested in a ROTH IRA at the age of 25 until retirement I invested in a Mutual Fund at the age of 25 until retirement I invested in a Mutual Fund at the age of 25 until retirement

4. What Would Happen to My Investment If… My investment choice saw a sudden decline in value & how long until losses would be recovered My investment choice saw a sudden decline in value & how long until losses would be recovered My financial status required me to early withdraw from investing My financial status required me to early withdraw from investing I just put my money is a savings account I just put my money is a savings account

5. Expected Benefit From Project Analysis A solid understanding of the investment options A solid understanding of the investment options An investment strategy readily applicable to real life situations An investment strategy readily applicable to real life situations Awareness of potential investment pitfalls Awareness of potential investment pitfalls

6. Information Sources Financial Planner Financial Planner Web Based Research Web Based Research www.tiaa-cref.org www.tiaa-cref.org www.tiaa-cref.org General web searches General web searches EGR 403 TEXT EGR 403 TEXT