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Your Portfolio Details - Street Smart vs. Book Smart

Saturday, March 9th 11:00 AM - 1:00 PM

 

Call or email Kara, to reserve your spot today!

The most important and informative event of the year! Join us for a great lunch and Investor Coaching Event at the Conference Center.

At this Investor Coaching Session:
Street Smart (Investor experience, knowledge, and behavior)
- John will go over his portfolios and show you his accounts (the same allocations you have). He will show you some very important lessons in volatility and discipline, the downturns, and how his accounts have grown.
- We will show you what we are doing with our own retirement money...we practice what we teach!
- We will show you how to keep your emotions from ruining your potential returns.
- We will go over the questions you should be asking, and the importance of an investment policy statement.
- Learn how many well intentioned advisors and brokers do the wrong things for their investors.

Book Smart (Facts, data, and statistics)
- We will go over our current portfolio holdings and show you the diversification.
- We will go over fund and various different asset class performance to see the changes and lessons from 2018.
- We will review how to measure the risk in your portfolio so you know what to expect.
- We will go over a history of the markets and "What happens after the market corrections?"

The best defense you have against volatile markets is knowledge and a decisive and prudent investment strategy. This educational class is for our clients, but guests are welcome. Don't keep this important information a secret!

 
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