Asset Allocation and Modern Portfolio Theory

Monday, 24 January '22   7:30pm – 8:30pm EST
Putnam Valley Library, 30 Oscawana Lake Road, Putnam Valley NY 10579-3009
89 spaces available
Details

The Putnam County Libraries have teamed up again! This time, to bring you a series on Financial Awareness. You are sure to enjoy Mark Lange, a knowledgeable and entertaining speaker from the Society for Financial Awareness (SOFA). Please join us with questions you may already have!
Asset Allocation and Modern Portfolio Theory
· Common Investment mistakes
· Investment risks
· What is Asset Allocation
· Who developed it and why
· Why it is used as the primary element to manage investment portfolios
· What benefits will you derive from using it
· Conventional asset classes
· Unconventional asset classes
· What doesn’t it cover that I should be thinking about

Location

Putnam Valley Library
30 Oscawana Lake Road
Putnam Valley NY 10579-3009