Taking Stock of Investor Behavior
Please join us for a workshop where you will learn about the instinctive behaviors that impact how we make decisions and simple strategies for getting back into the stock market.
In this workshop, we’ll discuss:
- Why investors today face a difficult dilemma
- The instinctive behaviors that impact how we make decisions
- What most investors are missing
- Simple strategies for getting back into the stock market
Register here
DATE:
Wednesday, October 7, 2015
LOCATION:
The Fawcett Center, Clinton Room
2400 Olentangy River Road
Columbus, Ohio 43210
Hors d’oeuvres and refreshments will be provided!
AGENDA:
- 6:30 – 7:30pm Time to Take Stock
- Franklin Templeton Investments – John Dean
- Everhart Advisors – Matthew Romeo
- 7:30 – 8:00pm Stock Market and Economic Update
- American Funds – Jim Maher
Please RSVP by Thursday, October 1st!
Register here
This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
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