San Francisco, California
London, United Kingdom
Investment Failure Points – Why human nature leads us astray and how to overcome it
When learning how to complete a task, people typically study the principles necessary to complete the objective. Golf is a classic example, but as anyone who has shanked a tee shot into the woods knows, actually implementing the fundamentals is not easy.
Investing is similar as everyone knows the basic rules of "buy low, sell high" and "don't put all of your eggs in one basket." But actually applying effective strategies to your portfolio can be a difficult task.
What common mistakes do investors make that are easily correctable? Join Aurum Wealth Management Group (www.aurumwealth.com) for Investment Failure Points, a discussion about why investing goes against our brain’s hardwiring, the resulting portfolio errors, and what to do before problems arise.
Presented by Michael McKeown, CFA, CPA – Director of Research
May 29, 2013: Lunch from 11:45 am to 1:00 pm
Hilton Garden Inn, 700 Beta Drive, Mayfield Village, OH 44143
When & Where
Aurum Wealth Management
Aurum provides its clients with premier wealth management services including investment management, executive services, institutional services, retirement planning and banking and lending. Aurum is uniquely positioned to offer its clients a comprehensive financial solution either through working with a client’s trusted network of business professionals or developing this network through its partnership with Skoda Minotti and Benefits Resource Group. For more information on Aurum Wealth Management Group, please visit www.aurumwealth.com or call 440-605-1900.