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Presenter: Mark Lange, from the Society for Financial Awareness (SOFA).
This program is happening via Zoom

Asset Allocation and Modern Portfolio Theory.

• Common Investment mistakes
• Investment risks
• What is Asset Allocation
• Who developed it and why
• Why it is used as the primary element to manage investment portfolios
• What benefits will you derive from using it
• Conventional asset classes
• Unconventional asset classes
• What doesn’t it cover that I should be thinking about

Registration with a valid email address is required.

This series is brought to you by the Putnam County Libraries, and the Field Library in Peekskill, NY.