Skip to Main Content
HBS Home
  • About
  • Academic Programs
  • Alumni
  • Faculty & Research
  • Baker Library
  • Giving
  • Harvard Business Review
  • Initiatives
  • News
  • Recruit
  • Map / Directions
Faculty & Research
  • Faculty
  • Research
  • Featured Topics
  • Academic Units
  • …→
  • Harvard Business School→
  • Faculty & Research→
Publications
Publications
  • July 2003 (Revised January 2004)
  • Case
  • HBS Case Collection

Carol Brewer's Investments

By: Richard S. Ruback and Julia Stevens
  • Format:Print
  • | Pages:11
ShareBar

Abstract

Following her husband's death in 1994, Carol Brewer took over the management of her family's investments. This case describes the decisions Brewer made during this process, including her choice to seek active account management, her selection of an investment firm, and her determination of asset allocation within her portfolio. In 2003, Brewer is reassessing her previous investment choices and considering changes she might need to make in the future in light of her plans to retire in six years and live on the income from her investments.

Keywords

Investment Funds; Investment Portfolio; Retirement; Decision Choices and Conditions; Financial Management; Personal Finance; Investment Banking; Investment Return

Citation

Ruback, Richard S., and Julia Stevens. "Carol Brewer's Investments." Harvard Business School Case 204-017, July 2003. (Revised January 2004.)
  • Educators
  • Purchase

About The Author

Richard S. Ruback

Finance
→More Publications

More from the Authors

    • January 2023
    • Faculty Research

    Lupoli Companies: Riverwalk - Making an Impact

    By: Richard S. Ruback, Marco Di Maggio, Dave Habeeb and Ruth Page
    • December 2022
    • Faculty Research

    Managing Pain in the Midst of an Opioid Epidemic

    By: Joshua D. Coval, Richard S. Ruback and Christopher Diak
    • November 2022
    • Faculty Research

    Entrepreneurship Through Acquisition: Brian's Journey

    By: Richard S. Ruback, Royce Yudkoff and Sarah Livick-Moses
More from the Authors
  • Lupoli Companies: Riverwalk - Making an Impact By: Richard S. Ruback, Marco Di Maggio, Dave Habeeb and Ruth Page
  • Managing Pain in the Midst of an Opioid Epidemic By: Joshua D. Coval, Richard S. Ruback and Christopher Diak
  • Entrepreneurship Through Acquisition: Brian's Journey By: Richard S. Ruback, Royce Yudkoff and Sarah Livick-Moses
ǁ
Campus Map
Harvard Business School
Soldiers Field
Boston, MA 02163
→Map & Directions
→More Contact Information
  • Make a Gift
  • Site Map
  • Jobs
  • Harvard University
  • Trademarks
  • Policies
  • Accessibility
  • Digital Accessibility
Copyright © President & Fellows of Harvard College