Upcoming Events
Investment Basics II: Should You Invest on Your Own or with an Adviser?
What does it take to go solo? What does it take to work with an adviser? How do you determine what type of adviser is best for you? This course will help you answer these questions based on the new SEC-mandated disclosure documents called Form CRS, which all advisers must provide their clients.
Investment Basics III: Research Tools
Once you've identified your goals, and created a plan, you can use research tools to develop a screen to select investments that meet your needs. An aggressive screen would be different from that of a conservative investor who wants to sleep at night. In this presentation, we'll take a look at how you can use tools to find stocks, bonds, and mutual funds you may want to buy when the timing is right.
Investment Basics IV: The Portfolio Review - Why It Is Important and How to Do It
Doing your own review periodically (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy or tactics. This presentation will teach you how to perform a review to catch mistakes and to correct your course on a timely basis, with the ultimate goal of improving your results.