President and Founder, Insight Wealth Management, Inc.
Creating a Fixed-Income Safety Net For Your Portfolio
Many investors find themselves in hot water during equity market corrections and bear markets because of their failure to manage risk appropriately. Investing should be about managing risk first and chasing return second. Some investors are even endangering their standard of living, especially in retirement, by not creating a safety net in their investment portfolios. One of the best ways of creating a portfolio safety net is an allocation to fixed income. In this workshop, we will explore how to use fixed-income investments effectively as a tool to manage portfolio risk.
ATTEND THIS MEETING TO LEARN:
- Using a financial planning approach to assess your risk tolerance and determine an appropriate allocation to fixed-income in your portfolio.
- Alternative ways of managing risk in your portfolio, with a focus on fixed income.
- Understanding the bond market and how to structure the fixed-income allocation in your portfolio using individual bonds and ETFs.
For more information about our chapter, go to http://www.aaiidcmetro.com
When & Where
AAII - DC Metro
Provides investment education on stocks, mutual funds, and other types of investments. Hear from leading national experts. This chapter is a member of the American Association of Individual Investors, http://www.aaii.com, the largest national individual investor education association.
For more information about our chapter, go to http://www.aaiidcmetro.com, or contact general information at 301-593-4542.
You have the option of paying using this web site, by regular postal mail using the forms in our brochure or on our web site, or by phoning our registrar at 703-879-8480. There are advantages to establishing a paypal account, but it is not necessary. Our new location is at the Richard J. Ernst Community Cultural Center at the Northern Virginia Community College—Annandale Campus locate at 8333 Little River Turnpike, Annandale, Virginia 22003. Their phone number is 703-323-3000.
Doors Open: 9:00 AM
Seating & Continental Breakfast: 9 - 9:30AM
Program Begins: 9:30 AM