Managing an investment portfolio is a challenge. Recent market cycles have tested many investors' commitment to their long-term investment plans. Understand that while volatility cannot be eliminated, it can potentially be reduced.
- Don't abandon your plan
- Review your risk tolerance and allocate appropriately
- Implement a Risk Management Strategy
- Ensure your investments are diversified
- Rebalance periodically or as needed
- Consider Defensive Assets not exposed to Market Risk
Reserve your seat today
This is an education event only. There will not be anything for sale during or after the presentation.
Estate Planning Webinar: Thursday, July 23rd 2020 2:00 PM - 2:45 PM
Power of Zero Online Movie Screening: Thursday, July 30th 2020 6:30 PM - 8:00 PM
Date and Time
Thu, Jul 16, 2020
2:00p - 2:45p PST
Presenters: Robert Sousa & Edward Schuh