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Your Portfolio Details - Book Smarts Every Investor Needs to Know

Saturday, March 14th 11:00 AM - 1:00 PM

 

Call or email Kara, to reserve your spot today!

At this Investor Coaching Session:
- 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 the important lessons the years 2018 and 2019 provided for investors.
- 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?"
- We will also be touching on the "Street Smarts" investors need to know (investor experience, knowledge, and behavior).
- We will show you what we are doing with our own retirement money...we practice what we teach! 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.

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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27192 Newport Rd. ▪ Suite 4 ▪ Menifee, CA 92584  |  951-679-2065 or 888-294-0648  |  CALIFORNIA RESIDENTS ONLY