Calculating net worth - PowerPoint PPT Presentation

Prospect Ratings Demystified

Prospect Ratings Demystified. Or How to read that “stuff” in Wizard. Special Thanks. Lai Lonne Fong Dorothy U. Oluonye Jessica Messerschmitt. Why have ratings?. Determine Wealth Levels Gift C apacity Propensity to Give Frequency of Giving Likely Gift Type (CRT, Bequest, etc.).

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The Development of Mortgage Markets

The Development of Mortgage Markets. 1950’s – A Decade of Stability Maturity Mismatch??? Inflation: Regulation Q: 1960’s – Creeping Inflation, Disintermediation, and the rise of the Secondary Mortgage Market. The Development of Mortgage Markets. The Development of Mortgage Markets.

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