Reviewing Your Portfolio Webinar 12 28 2021 0

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This video is hosted by Brian and Rachel Dougherty of PLC Financial Solutions. In it you will learn both the basics on what a portfolio is made up of and what to look for in your portfolio to determine if it is constructed in a way that predisposes it for long-term success in today's economic and market environments.
In this workshop we start with discussing the most common asset classes that make up most portfolios, and then some deeper discussion is had in regard to passive, active and tactical investment methodologies and how they work in general.
There is also some deep discussion about investment volatility and how and why it effects long-term portfolio performance when it comes to both average vs compound returns.
Category
Management
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