1. Personal Investing Options Techy1: James Lu Techy1: James Lu Techy2: Jonathan Hernandez Techy2: Jonathan Hernandez Organizer1: Wailee Wong Organizer1: Wailee Wong Organizer2: Scott Koumis Organizer2: Scott Koumis Summarizer: Syedabbas Zaidi

2. Two Scenarios Scenario #1 (Moderate Risk) Investment approach for the majority, medium risk, medium return. Scenario #2 (High Risk) Investment approach for high risk, high return player.

3. Demographics Recent Graduate of Cal Poly Pomona Age of Graduation: 24 Marital Status: Single!! Job: Engineer Salary: $63,812 Age of Retirement: 65 Inflation Rate : 2.80

4. Scenario #1 (Ms. M) Medium Risk Investment Approach Maximize profit with minimum risk Mutual Funds IRA Real Estate US Federal Bonds

5. Scenario #2 (Mr.X) High Risk Investment Approach Maximize profit with high risk Volatile stock shares Mutual funds with high rate of return for a limited time.

6. Which one are you?