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"Building An All-Star Stock Portfolio"

  • Lewes Public Library 111 Adams Avenue Lewes, DE, 19958 United States (map)

Join us on Wednesday, November 14th at the Lewes Public Library as we discuss how to build an all-star stock portfolio. Learn the basics of putting together your personal mutual fund. We will discuss:

1. Long-term stock investment.

2. Review the "buy/sell" discipline.

3. The importance of asset allocation and diversification.

4. Look at key economic indicators and how they influence market sectors.

A current economic and market update will be provided.

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. Lokken Investment Group, LLC does not provide tax advice nor tax recommendations. No specific tax advice nor recommendations will be provided at this workshop. You should seek tax advice from a tax professional.

Earlier Event: November 7
Annual Client Briefing
Later Event: December 19
"2019: The Year Ahead"