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Excel(lence) with Interest

Publication date: 13 April 2018

Abstract

James, a financial advisor at Bank Private, is advising a high net worth client with $1 million to invest. Bank Private can offer an investment that returns a fixed rate of 5.5% (compounded annually) for twenty years. James needs to prepare financial projections for the client that include annual interest and annual taxes as well as total interest and total taxes.

Keywords

Citation

Walker, R. (2018), "Excel(lence) with Interest", . https://doi.org/10.1108/case.kellogg.2021.000036

Publisher

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Kellogg School of Management

Copyright © 2018, The Kellogg School of Management at Northwestern University

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