Fundamentals of Investing

Description: Basic concepts of investing are explained in this 40 minute seminar. Upon completion, participants should have an understanding of how to build their investment portfolio and how to keep it on track. Terms that are explained include: diversification, buy-and-hold strategy, and rebalancing. Investment strategies for various age groups are also explained. Using appropriate investment strategies is one tool to help people reach their retirement savings goals.
- What do market fluctuations mean to you?
- The importance of long-term planning
- How to assemble an investment portfolio
- Understanding risk vs. return
- Asset allocation/diversification
- Keeping your investment plan on track

Facilitated by Smart Plan Financial Advisor John Mohan
Location: Library 314

Contact: > See Description for contact information

Topical Areas: Workshop, audience: Staff, audience: Faculty

Registration: Registration is required for this event. If you do not see a registration box or a UMassD Login form here:

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