Distinguished - Thoroughly describes the current financial situation at a high level.

Proficient - Describes the current financial situation at a high level. Minor details are missing.

Basic - Minimally describes the current financial situation at a high level. Relevant details are missing.

Below Expectations - Attempts to describe the current financial situation at a high level; however, significant details are missing.

Non-Performance - The description of the current financial situation at a high level is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - States two clear and accurate personal SMART investment goals from the Week 4 assignment.

Proficient - States two personal SMART investment goals from the Week 4 assignment. Minor details are slightly unclear or inaccurate.

Basic - States at least one limited personal SMART investment goal from the Week 4 assignment. Relevant details are unclear and/or inaccurate.

Below Expectations - Attempts to state two personal SMART investment goals from the Week 4 assignment; however, significant details are unclear and inaccurate.

Non-Performance - The two personal SMART investment goals from the Week 4 assignment are either nonexistent or lack the components described in the assignment instructions.

Distinguished - Thoroughly discusses the three major types of investments from Week 4 and the rationale for choosing them.

Proficient - Discusses the three major types of investments from Week 4 and the rationale for choosing them. Minor details are missing.

Basic - Minimally discusses the three major types of investments from Week 4 and the rationale for choosing them. Minor details are missing.

Below Expectations - Attempts to discuss the three major types of investments from Week 4 and the rationale for choosing them; however, significant details are missing.

Non-Performance - The discussion of the three major types of investments from Week 4 and the rationale for choosing them are either nonexistent or lack the components described in the assignment instructions.

Distinguished - Thoroughly explains how to allocate the $100,000 to invest in the three investment types.

Proficient - Explains how to allocate the $100,000 to invest in the three investment types. The explanation is slightly underdeveloped.

Basic - Minimally explains how to allocate the $100,000 to invest in the three investment types. The explanation is underdeveloped.

Below Expectations - Attempts to explain how to allocate the $100,000 to invest in the three investment types; however, the explanation is underdeveloped.

Non-Performance - The explanation of how to allocate the $100,000 to invest in the three investment types is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Includes two clear and accurate graphics illustrating the dollar or percent allocation of investment funds or which visually support the investment portfolio.

Proficient - Includes two graphics illustrating the dollar or percent allocation of investment funds or which visually support the investment portfolio. Minor details are slightly unclear or inaccurate.

Basic - Includes at least one minimal graphic illustrating the dollar or percent allocation of investment funds or which visually supports the investment portfolio. Relevant details are unclear and/or inaccurate.

Below Expectations - Attempts to include two graphics illustrating the dollar or percent allocation of investment funds or which visually support the investment portfolio; however, Significant details are unclear and inaccurate.

Non-Performance - The two graphics illustrating the dollar or percent allocation of investment funds or which visually support the investment portfolio are either nonexistent or lack the components described in the assignment instructions.

Distinguished - Thoroughly discusses the estimated financial return for the investment portfolio to deliver five years from now.

Proficient - Discusses the estimated financial return for the investment portfolio to deliver five years from now. Minor details are missing.

Basic - Minimally discusses the estimated financial return for the investment portfolio to deliver five years from now. Relevant details are missing.

Below Expectations - Attempts to discuss the estimated financial return for the investment portfolio to deliver five years from now; however, significant details are missing.

Non-Performance - The discussion of the estimated financial return for the investment portfolio to deliver five years from now is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly explains two key assumptions used to arrive at the estimated financial return five years from now.

Proficient - Explains two key assumptions used to arrive at the estimated financial return five years from now. The explanation is slightly underdeveloped.

Basic - Minimally explains two key assumptions used to arrive at the estimated financial return five years from now. The explanation is underdeveloped.

Below Expectations - Attempts to explain two key assumptions used to arrive at the estimated financial return five years from now; however, the explanation is underdeveloped.

Non-Performance - The explanation of two key assumptions used to arrive at the estimated financial return five years from now is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly discusses one potential risk to the overall portfolio.

Proficient - Discusses one potential risk to the overall portfolio. Minor details are missing.

Basic - Minimally discusses one potential risk to the overall portfolio. Relevant details are missing.

Below Expectations - Attempts to discuss one potential risk to the overall portfolio; however, significant details are missing.

Non-Performance - The discussion of one potential risk to the overall portfolio is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly describes a plan for monitoring a personal investment portfolio on a routine basis.

Proficient - Describes a plan for monitoring a personal investment portfolio on a routine basis. Minor details are missing. 

Basic - Minimally describes a plan for monitoring a personal investment portfolio on a routine basis. Relevant details are missing.

Below Expectations - Attempts to describe a plan for monitoring a personal investment portfolio on a routine basis; however, significant details are missing.

Non-Performance - The description of a plan for monitoring an investment portfolio on a routine basis is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly incorporates the Week 4 assignment feedback.

Proficient - Incorporates the Week 4 assignment feedback. Minor details are missing. 

Basic - Minimally incorporates the Week 4 assignment feedback. Relevant details are missing.

Below Expectations - Attempts to incorporate the Week 4 assignment feedback; however, significant details are missing.

Non-Performance - The incorporation of the Week 4 assignment feedback is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Provides detailed speaker’s notes that comprehensively explain the content on each slide.

Proficient - Provides speaker’s notes that sufficiently explain the content on each slide. The explanations are slightly underdeveloped.

Basic - Provides speaker’s notes that explain some of the content on each slide. The explanations are underdeveloped.

Below Expectations - Provides speaker’s notes that attempt to explain information on each slide; however, the explanations are significantly underdeveloped.

Non-Performance - The speaker’s notes are either nonexistent or lack the components described in the assignment instructions.

Distinguished - Displays meticulous comprehension and organization of syntax and mechanics, such as spelling and grammar. Written work contains no errors and is very easy to understand.

Proficient - Displays comprehension and organization of syntax and mechanics, such as spelling and grammar. Written work contains only a few minor errors and is mostly easy to understand.

Basic - Displays basic comprehension of syntax and mechanics, such as spelling and grammar. Written work contains a few errors, which may slightly distract the reader.

Below Expectations - Fails to display basic comprehension of syntax or mechanics, such as spelling and grammar. Written work contains major errors, which distract the reader.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.

Distinguished - Accurately uses APA formatting consistently throughout the presentation, title and reference slides.

Proficient - Exhibits APA formatting throughout the presentation; however, the layout contains a few minor errors. 

Basic - Exhibits basic knowledge of APA formatting throughout the presentation. The layout does not meet all APA requirements.

Below Expectations - Fails to exhibit basic knowledge of APA formatting. There are frequent errors, making the layout difficult to distinguish as APA.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.

Distinguished - Uses more than the required number of scholarly sources, which provide compelling evidence to support ideas. All sources on the reference slide are used and cited correctly within the body of the assignment.

Proficient - Uses the required number of scholarly sources to support ideas. All sources on the reference slide are used and cited correctly within the body of the assignment.

Basic - Uses less than the required number of sources to support ideas. Some sources may not be scholarly. Most sources on the reference slide are used within the body of the assignment. Citations may not be formatted correctly.

Below Expectations - Uses an inadequate number of sources that provide little or no support for ideas. Sources used may not be scholarly. Most sources on the reference slide are not used within the body of the assignment. Citations are not formatted correctly.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.

Distinguished - The length of the paper is equivalent to the required number of words.

Proficient - The length of the paper is nearly equivalent to the required number of words.

Basic - The length of the paper is equivalent to at least three quarters of the required number of words.

Below Expectations - The length of the paper is equivalent to at least one half of the required number of words.   

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.

Distinguished - The length of the presentation is equivalent to the required number of correctly formatted slides. 

Proficient - The length of the presentation is nearly equivalent to the required number of correctly formatted slides. 

Basic - The length of the presentation is equivalent to at least three quarters of the required number of correctly formatted slides.

Below Expectations - The length of the presentation is equivalent to at least one half of the required number of correctly formatted slides.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.