Explore the different types of assets, how they may perform in different market situations and how they typically are obtained by people looking to prepare an investment portfolio.
A variety of investment vehicles may be used in arranging a personal financial plan. This presentation will explore the different types of assets, how they may perform in different market situations and how they typically are obtained by people looking to prepare an investment portfolio.
Dennis Lewis is a retired professional educator and serves as an official of the Cleveland Chapter of the American Association of Individual Investors, a nonprofit corporation assisting individuals manage assets through education, information and research.
EVENT TYPE: | Education/Lifelong Learning | Business and Personal Finance |
TAGS: | Financial Literacy |
Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.