2nd Quarter Investor Meeting | Zoom Session | Saturday, April 20 | 7:30 AM PDT

Free Virtual Quarterly Investor Workshop for our clients and open to the public.

When:  Saturday, April 20th at 7:30 AM PDT, (75-90 minute session)

Where: Virtual Event Hosted Via Zoom

Topic: Educate and Prepare yourself to combat the Fear & Greed of the upcoming Media Blitz

Can you answer these questions and do you understand why it’s critical to understand how your portfolio is engineered?

  1. Do you have an academic understanding of how markets work?
  2. Do you consistently and predictably achieve market returns?
  3. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
  4. Have you measured the quality and maturities of the fixed income in your portfolio?
  5. Do you have an algorithm and tested process for rebalancing your portfolio?
  6. Do you fully understand the implications and applications of diversification in your portfolio?

Registration Required, RSVP by Friday, April 19th.

We will send you the meeting link the week of the event.

RSVP by 09:00AM on April 19, 2024.