Lunch and Learn with Hastie Financial Group: Prudent Investing 101

Description

Join us for an informative Lunch and Learn with Hastie Financial Group, who will be introducing the following concepts: 

• Being aware of your investments
  • Allocation vs. risk tolerance
    
• Types of investment vehicles
  • Mutual funds, Exchange Traded Funds, Separately Managed Accounts
  • Target date funds
  • Individual securities 
• Asset classes
  • Stocks vs. bonds; alternative investments
  • Growth, blend, value
  • Morningstar Style Box analysis 
• Diversification
• Asset correlation
• Bond duration
• Where to go from here?

Tune in via Zoom or in person. Lunch will be provided. For more information, visit SalinasChamber.com.