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April 2019

SP19-05 PORTFOLIO MANAGEMENT

April 22 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00 AM on Monday, repeating until April 29, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP19-05 PORTFOLIO MANAGEMENT Mondays: 9-10:20 am 8 Sessions: Mar. 11-Apr. 29 TEMPLE BETH SHOLOM Lauren Rudd Once you have decided what you want to invest in, do you know how to use your selections to create and actively manage a portfolio? This course, a continuation of the instructor’s series of investment analysis courses, will emphasize how to combine and manage a portfolio of investment instruments to maximize expected returns while controlling risk. The entire active management process—from information to forecasts…

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May 2019

SU19-06 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET (Summer)

May 7 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00 PM on Tuesday, repeating until May 28, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SU19-06 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET (Summer) Tuesdays: 1-2:20 pm 4 Sessions: May 7-May 28 TEMPLE BETH SHOLOM Bob Latessa This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior, the benefits of having…

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