2024 – Situation A potential new client has just been left 1 100 000 on an after tax basis from a

Situation: A potential new client has just been left $1,100,000 (on an after-tax basis) from a wealthy grandparent and is deciding between your firm and Blackrock Investment in terms of who will manage their new found wealth.  As part of the process, the client would like you to put together a mock portfolio, detailing all potential assets to be included in the portfolio, as well as your forecast of the economy, markets, etc. and why TIA will provide a higher risk adjusted rate of return than other managers. 

Client: Your clients are Sam and Amy Kratchman both 38 years old (as of 4/16).  They have two children, ages 6 and 4 and two dogs, Scooby and Shaggy.  They would like your help to refinance their current debt, buy a vacation house, plan for their retirement at age 65 and pay for a 4-year college education for each of their children.