July 6, 2017 –
This seminar explores three widely available core financial investment categories: stocks, bonds, and cash equivalents. Participants will review the definition of each category, then go on to examine how the security types trades, their advantages and disadvantages, and acquisition strategies. Asset allocation models appropriate for various life stages will be discussed. Various buying methods for each class will be reviewed, with a thorough discussion of mutual funds and ETFs that now dominate individual investing. The seminar would be ideal for anyone who wants a better understanding of the investment choices available in the complex financial markets. The goal will be for each participant to establish a personal allocation model that is both comfortable and comprehendible, with awareness of cost and risks as well as potential return.