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Lunch & Learn Program Series: Investment Asset Allocation Ideas in Today’s Economic Climate
Thursday, May 24, 2012 from 12:15 PM to 1:00 PM (EDT)
Please join Ryan Fox and Roger Bair of the Financial Consulate Inc. for a presentation on this topic. Ryan and Roger will share an overview of investment options for stocks and bonds with specific emphasis on the current issues facing investors. The issues surrounding asset allocation, time horizons, and taxable versus tax deferred investing will be addressed. Also, types of mutual funds and investments used within portfolios will be discussed in terms of what might work best and what might not be in your best interest. Attendees will learn exactly how the Financial Consulate is managing client portfolios as of May 2012 regarding the firm’s perspective on risk opportunity strategies. Attendees are also encouraged to bring their own questions about today’s stock market.
The Financial Consulate is a fee only firm that provides investment management and financial planning for individuals and businesses with locations in Gettysburg, PA and Hunt Valley, MD. The firm is an independent registered investment advisory and accepts no commissions. To provide your questions in advance or to have us present a retirement planning seminar to your employees, please email Ryan at RFox@financialconsulate.com or call 717-334-1861. The firm’s mission is “to help our clients lessen the worry and burden of money management so they have more time to spend building relationships.” www.financialconsulate.com
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Gettysburg Adams Chamber of Commerce
Rich in History, Abundant in Opportunity. The Gettysburg Adams Chamber of Commerce champions the business community of one of Pennsylvania's fastest-growing counties and provides useful information to prospective businesses and visitors.