For this part of the course project, you will demonstrate your
ability to illustrate the functions and
impact of banking and monetary institutions and to provide a recommendation
guided by them.
In your role as a financial advisor at Eagle Consulting, you are
performing a complete financial analysis for Melinda Jacobsen, a successful
business executive who is retiring in 10 years. A portion of this analysis
covers the question of whether Ms. Jacobsen should refinance her home in order
to provide additional funding for a long-term retirement investment.
Because “above and beyond” customer service is
critical to the success of Eagle Consulting, in addition to providing a
recommendation on possible refinancing options, you want to provide Ms. Jacobsen
with some background information on the Federal Reserve and how it affects
Using the information about Melinda Jacobsen’s goals and the
information you uncover during your research, you will write a recommendation
document that explains the Federal Reserve, how the Federal Reserve affects
interest rates, possible loan options, and a final recommendation for what loan
she should choose.
To complete this assignment, do the following:
Download and read the Eagle Consulting Info Sheet.Write a 3 page recommendation structured in three
parts:Explanation of how the Federal Reserve impacts
interest rates (1.5 pages)Explanation of loan options (1 page + Excel chart)
Recommendation for a loan (.5 page)
See below for details on each of the three parts.
Part 1: Federal Reserve’s Impact on Interest Rates
Discuss how the Federal Reserve uses the following
tools to impact interest rates and the economy:Open market operationsDiscount rateReserve requirements
Part 2: Loan Options
Research the current mortgage interest rates for a
10-year, 15-year, 20-year, and 30-year loan.In Excel, graph the interest rates using years as the X-axis
and interest rates as the Y-axis.Using the graph, describe the following:Type of yield curve presented in the graphRelationship between interest rates and number of
years to maturityImpact that risk and inflation has on the interest
rates as the maturity date is lengthened
Part 3: Recommendation
Make a recommendation to Ms. Jacobsen on what mortgage
loan to take (10-year, 15-year, 20-year, or 30-year).Justify your recommendation.
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