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Mind Over Money

  • Stangier Wealth Management Building 9955 Southeast Washington Street Portland, OR 97216 (map)

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.

6:00 pm - 7:15 pm
RSVP for the August 8th Mind Over Money Workshop

Earlier Event: July 27
Mind Over Money
Later Event: August 24
Mind Over Money