Thu, Sep 10, 07:45 AM - 09:15 AM (MT)
Investment advisors face two challenges. First, the portfolios offered to clients leave investors vulnerable to severe economic events and emotional stress. Second, the way that we educate investors about their portfolios isn’t effective at helping them curb biases. The Behavioral Portfolio examines the risks of both stock and bond portfolios from a historically comprehensive perspective to help illustrate that, based on market history, the current approach could lead to a break-down of clients’ portfolios and our practices. It then lays out an all-seasons approach for investing that both embraces optimism and addresses contingencies of significant risk events. Communications and investor education then shift to pro-actively prepare investors for challenges ahead. Instead of following the crowd and moving out of assets at unfavorable times, investors are trained to understand the markets so they can enjoy a higher probability of success and greater peace of mind throughout their investing lives. To view Phillip Toews' bio and the learning objectives for the session - click here!
Thursday, September 10th 7:45 - 9:15 am Arizona Inn 2200 E. Elm St Tucson, AZ 85719
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Agenda: 7:45am – Registration 8:00am – Breakfast/welcome 8:05 – 9:15am – Presentation 9:15am – Program ends
Tucson, AZ, United States