There is no shortage of self-help material available for people looking to boost their investing knowledge. Between television programs, magazines, and other information sources, you can read about “The Best” this and “The Most Important” that. It can be easy to get confused, especially when you get conflicting ideas.
Understanding a few key investment principles can be a great place to start. It can give you a better framework to understand the information as you take in the ideas. It can also provide context for evaluating the concepts and strategies suggested.
This presentation goes through five smart investing principles. These are key concepts that could help you understand what it takes to create an investment portfolio that’s designed to pursue your investment goals.
Stephen C. Jones, AAMS, AIF, CFP®
CERTIFIED FINANCIAL PLANNER™
717 Wall St. Norman, OK 73069
(405) 366-1297 Ext.3
"This event is purely educational. No products or services will be offered for sale and there is no obligation."
“Securities and advisory services offered through Cetera Advisors Networks LLC, a Broker/Dealer & Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.”
Date and Time
Fri, Aug 05, 2022
10:00a - 10:30a CST