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AN INVESTMENT STRATEGY FOR THE 21ST CENTURY #STRATEGY
Rocco Bombardieri
The securities markets have taught some hard lessons of late. For instance, aggressive investing can lead to big losses. And today's hot item can be tomorrow's bad dream. In this class the instructor will show you a seven step process for clarifying investment goals and implementing those goals using mutual funds in an asset-class diversification program. Learn how to target respectable returns in a bull market combined with protection against a bear market. Understand the principles that can lead to greater predictability of returns and enhanced peace-of-mind. And learn how to evaluate your portfolio independent of its current returns. Rocco Bombardieri, Ph.D., is a financial advisor with Ameriprise Financial Services. He provides comprehensive financial advisory services including portfolio management and education and retirement planning. Limit 14.
Wednesday, March 7
6:30-9:00 p.m.
one session
JH 401
$24