Look at this case. I m new to this kind of stuff. Any help/suggestion? Mat and Kathy recently won the lottery. Mat is 45 and Kathy is 38 years old. They have 5 children and they are members of a very strict religious group (no alcohol, no tobacco, no birth control, no gambling - but Mat didn’t tell Kat about the lottery tickets until he won). Mat works as a carpenter at the local cabinet making company and Kat stays home with the kids, ages 3 mos. to 11 years. Mat earns about $40,000. He likes his job and will continue working with his hands. Kat is always tired. John’s ticket won $1.8 million dollars, after taxes. Mat and Kat will immediately donate 10% to their church. They are seeking advice on managing the rest of the money. What kind of questions would you ask them further? These notes will be filed in the client file and used as a resource for managing the portfolio. You can also get some assumption about the client... Give a short MACRO. What are your expectations for the economy over the next 6 to 12 months with justification. Then based on those information I need to construct a protfoilo (balanced portfolio) and should explain the asset allocation. I will list the securities for portfolio construction soon Thanks