Finance and Investing

TODAY'S MARKET: Will the Boom Times Continue?

Price: 165.00 USD
5 Weeks

04 - 03 - 2018, 10:00 AM - 12:00 PM 2018-04-03 10:00 AM - 12:00 PM

More than ever, investors are concerned with the high valuations in today’s stock and bond markets. William E. Frisco, Certified Financial Planner and Registered Investment Advisor, will examine the major areas of risk to your investment portfolios and show you investment strategies to minimize these risks. In this course, Mr. Frisco will examine how to manage investment risks, generate income for retirement, and diversify your growth portfolio to minimize volatility. Sustainable, responsible and impact investing that considers environmental, social and corporate governance criteria to generate competitive financial returns and positive societal impact will also be detailed. He will discuss the threat to your bond portfolio if the Federal Reserve continues to raise interest rates; political issues and how mid-term elections may impact the markets; and, the potential for a disruption in global trade as trade issues escalate. Mr. Frisco will also analyze new tax legislation and its impact on your investments. Topics will include: • How to determine what asset allocation is right for you; • Guidelines for withdrawal strategies in retirement to ensure you don’t deplete your assets; • And, how to generate competitive returns with sustainable, responsible, and impact investing.