Schools
Investment Fundamentals
Workshop on investment fundamentals. Once we have a clear idea of what we want from our money, we can create a roadmap for reaching our goals.
Along the way, we may encounter a few myths that can lead us to make poor financial decisions. We're going to spend ond hour to address 5 myths of investing--and the corresponding truths that can provide us with the knowledge to reach our goals. The myths are the following:
Myth #1 " The recent bear market proves that stocks aren't worth the risk"
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Myth #2 " Bonds are for conservative investors"
Myth #3 " If you invest for the long term, you have nothing to worry about."
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Myth #4 "Investing is too complicated. I don't have time to think about it right now"
Myth #5 " I can buy a book on investing and do it myself"
Presenter: Jorge Amy, MBA, CFP® Financial professional with 30 years of experience, which includes use of traditional investments, hedge funds, structured notes, private equity, REITS, options, ETFs and index funds.
