To: Christopher M. Tusa
From: David Bowie
Subject: Progress Report
Date: September 24,
This progress report
outlines my current career research project on the financial planning profession.
SUMMARY OF WORK ALREADY
At this time I have
approached Hank Mills, Vice President of The Stanford Group, about scheduling
an interview to discuss what his profession. He has been very cooperative
and seems willing to help me, but as of yet no formal time has been scheduled
for the interview. My other potential interviewee, James T. Rutledge, has
been unreachable, and I feel I may have to look elsewhere for my second
interview. Alternative interviewees I am considering to replace Mr. Rutledge
include Wallace Gladney of Salomon Smith Barney and Patrick McWilliams
of Fidelity Investments.
My progress on the annotated
bibliography has been limited due to my schedule. I have begun reading
Michael Lewis’s Liar’s Poker, which is a book about being an investment
professional on Wall Street, but I still have about one hundred pages remaining.
As for periodicals I
plan to use for the annotated bibliography, I have begun a collection of
investment magazines including Fortune, Forbes, MBA Jungle, and Individual
Investor. These magazines contain articles relating to investment professionals,
but I have not researched any specific articles within them at this time.
Also, I have subscribed to the Wall Street Journal, but as of yet I have
not begun receiving it. Other sources I am planning to use for the annotated
bibliography are websites, and so far I have visited several sites that
are financial in nature, including Microsoft’s moneycentral.com, Bloomberg.com,
and motleyfool.com. However, I have not found any specific articles relevant
to the field I am studying yet.
SUMMARY OF WORK YET
TO BE COMPLETED
As noted previously,
I have begun speaking with one of my interviewees, but I have not conducted
either of my two interviews. I hope to have at least one interview scheduled
by September 28 at the latest. For my second interview, I may have to find
another interviewee because my current prospect has been difficult to reach.
For the annotated bibliography,
I have not yet begun to actually write the document. I am still in the
early stages of gathering my resources, and although I have begun reading
some books and articles, I have a lot of work ahead.
As I mentioned earlier,
I have begun collecting periodical sources, but it may take some time before
I find articles relevant to the project. I do have an extensive list of
sources, many of which are listed above, and I am still scouring the Internet
and magazines for information. I am also hoping my subscription to The
Wall Street Journal begins within the week. It has been three weeks since
I subscribed and I still have not received one newspaper. I am hoping to
receive them soon, however, as The Wall Street Journal is considered to
be a primary source of information for financial advisers. Even if this
small dilemma is not reconciled soon, I am not worried about having more
than ample sources to draw research from.
My research project
is still in an early stage. I still have to conduct both of my interviews,
and I must begin to write the annotated bibliography. That being said,
I do have a relatively large and growing collection of sources for the
annotated bibliography; all I must do now is sift through the information
and find the most relevant and helpful articles within them. As for my
interviews, I have been in contact with one of my interviewees, and he
seems enthusiastic about teaching me about his profession. Persistence
is the key to scheduling my second interview. Although I have not been
in touch with my potential interviewee as of yet, I believe it is just
a matter of time before I speak with him to schedule the interview.
Because my collection
of sources seems to grow daily, I am confident I will have the annotated
bibliography completed well before October 23. Periodical sources on financial
planning are easy to find, and this has greatly sped up the research process.
The fact that one of my interviews will be scheduled within the week leads
me to believe that the vast majority of this project will be completed
by the due date. The only uncertainty is the second interview, and as of
yet, I am not worried. There is ample time to schedule an interview with
either my current subject or an alternate. This project is on schedule.