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John Lambert has recently received his MBA and currently works for Oracle. He is 26 and recently married. He and his wife have saved nearly $100,000 for a down payment on a home. He contributes 10% of his salary to a 401K and Oracle provides a 10% match. The investments are made in mutual funds run by Fidelity Investment. The 401K offered by Oracle has access to all of the funds offered by Fidelity. John Lambert needs to have a detailed investment plan set up for his 401K including the name of the funds and percentage of portfolio to be invested in the funds.

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Financial Management, Finance

Category:- Financial Management
Reference No.:- M93051686

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