This two session class provides the basics for learning to manage your own account so you can improve performance by eliminating management fees, reducing brokerage costs, and gaining more control.
January 30, 2005 (Press Release) --
Maui, Hawaii—Learn to manage your stock portfolio or to better understand your paid advisor. Review finance basics: income, savings, assets, liabilities, compound interest, and investment options. Hear how risk, reward, time horizon, and professionals’ incentives impact your nestegg. Find ways to measure results and to determine results you should reasonably expect. Learn a range of stock market strategies, from quick and easy to complex. Discover how the three-door problem shows the need for strategy and discipline. Learn how do-it-yourself investors can quickly set up a portfolio strategy that matches market return. Learn why passive Exchange Traded Funds are growing at a faster rate than Mutual Funds. Learn why beating the market takes a little more time, effort, and acceptance of risk.
Class ∙ Feb. 24 and Mar. 3 (2 Thurs.) 6:00-9:00 pm, ∙ Laulima 107 Cost: $59
The class instructor, Maui author Lyle Wilkinson, grew up in Canada and moved to Hawaii 35 years ago. He earned both BBA and MBA while working full time and prior to retiring managed the USA's largest coffee farm. Always a fan of data driven decisions, he began researching disciplined, mechanical, system approaches to the stock market in 1999. His book DIY Portfolio Management grew from wanting to help others get a better handle on their stock investments.
Book available ∙ Online at Amazon and www.diyportfoliomanagement.com ∙ Locally at Borders Books and Music
Class ∙ Feb. 24 and Mar. 3 (2 Thurs.) 6:00-9:00 pm, ∙ Laulima 107 Cost: $59
The class instructor, Maui author Lyle Wilkinson, grew up in Canada and moved to Hawaii 35 years ago. He earned both BBA and MBA while working full time and prior to retiring managed the USA's largest coffee farm. Always a fan of data driven decisions, he began researching disciplined, mechanical, system approaches to the stock market in 1999. His book DIY Portfolio Management grew from wanting to help others get a better handle on their stock investments.
Book available ∙ Online at Amazon and www.diyportfoliomanagement.com ∙ Locally at Borders Books and Music
Email
Print
SPAM
LEAVE A COMMENT
