This class will examine why over half of all investors do not get market returns and teach you how to measure your portfolio to see if it is efficient. Are you getting the optimal return for the risk you are taking?
The class will also help you identify if your portfolio is built on the common myths of investing created by the industries marketing or if it is prudently built on 50 years of academic research. We will give you tools so that you can see if your portfolio managers are doing what you hired them to do. Your financial goals are important. Learn if your portfolios are constructed in the most advantageous way to help get you to your goals.
Class will also be offered Wednesday, February 10, 2016 and Tuesday, March 8, 2016.