Published: January, 2022
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these investment tasks.
One of the greatest problems preventing investors from achieving their financial goals is that, when it comes to judging the performance of an investment strategy, they believe that three years is a long time, five years is a very long time and 10 years is an eternity. Even supposedly more sophisticated institutional investors, those who employ highly paid consultants, typically hire and fire managers based on the last three years’ performance. Yet, financial economists know that when it comes to risk assets 10 years is likely noise. The CPE webinar explains why it is critical for investors to understand this and have the discipline to stay the course.
Many people are deficient in their understanding of basic investing terms and concepts, they invest inappropriately or not at all. This failure is a detriment to meeting financial goals and securing a safe and satisfying retirement.
The online CPE course will examine important ideas such as:
Major Topics covered in this online CPE Finance webinar:
This online CPE webinar will be help accountants and other financial professionals make sound, informed decisions regarding investment, asset allocation, portfolio rebalancing, risk management, and retirement planning.
Click here to access CPE courses on Trust, Estate, and Financial Planning.
CFA/CPA/CFP/Registered Investment Advisor American Portfolios Financial Services Inc.
Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.
Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.