We provide opportunities for you to fully understand the details of how your money will be working for you.
We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.
Check-Out Our Upcoming Events
Surviving the Perfect Storm
Are your investments built to last? 2022 is considered by many to be the perfect storm: inflation, recession, social unrest, war, elections… What is an investor to do? How can you stay focused on the future?
We invite you to discover how a portfolio engineered using Nobel Prize-winning science and sound academic principles can withstand a crisis and see you through challenging times.
Join us on Zoom Wednesday, August 31st at 6:00 pm CST to expand your insight and knowledge in the world of investing, and alleviate any feelings of chaos, panic, and uncertainty.
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Dismantling the Myths of Investing
9/8/2022 at 6:00pm-7:30pm CT
As an investor, it is important for you to have peace of mind around your investments and financial future. Separating myths from truths is a crucial first step in understanding what investing is … and is not.
Join us on Thursday, September 8th at 6:00 pm CST, for a conversation about the ‘HOW & WHY’ of investing. In a time when the investment media is sending fear-messaging about inflation… a recession… and big losses, we are here to provide you with access to discover what investing really is.
This is a great opportunity for you to continue, or invest in, your financial education. Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.
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You must pre-register for this Zoom event.
Dimensions of Re-Balancing
September 20th, 11:30am-1pm CT
Do you know the difference between market timing and re-balancing?
Re-balancing is essential for long-term prudent investing and risk control. When the markets dive there is a strong human instinct to “take action”. Most often it is the wrong action. In the face of uncertainty, it takes courage to remain disciplined and re-balance.
Re-balancing is complex at both an implementation level and at a human nature level. It takes a very specific approach to portfolio design and coaching to have re-balancing work.
Join us to examine what re-balancing is and how it benefits the investor.
We see re-balancing as one of the three simple rules of investing. The two other important rules of investing involve the investment of equities and diversification. Re-balancing can make a big difference to your financial well-being.
Click Register Now! for Zoom login information.
Would you like to attend this session in-office for a lunch and learn instead? Send us your Name and Email address and we will register you for our in-person presentation at firstname.lastname@example.org.