Date: Wednesday, February 8, 2012
Topic: Defensive Investing: Maximize Your Profit and Limit Your Risk
Speakers: Ryan P. Plovie, Senior Financial Advisor, Merrill Lynch; Matthew R. Matuza, Senior Financial Advisor, Merrill Lynch; and Steve Anderson, Regional Fixed Income Specialist, Charles Schwab
Ryan Plovie and Matthew Matuza of Merrill Lynch will present multiple potential investment options, including investing in global flexible mutual funds and dividend-paying stocks, as well as structured note investing. Steve Anderson of Charles Schwab will discuss why fixed-income investing is important in any environment and how to structure a fixed-income portfolio using individual bonds, mutual funds and ETFs (exchange-traded funds).