Date: Tuesday, September 18, 2012
Topic: How We Sabotage Our Retirement Planning and Why Index Investing Offers the Best Solution
Speaker: Jim Lange, CPA, Attorney; President, Lange Financial Group LLC
Investing imposes four questions on every investor. Whether you answer them explicitly—or let chance provide default responses—depends on whether you recognize the questions and, perhaps more importantly, whether you understand what each is asking you to decide: 1. What asset allocation is appropriate for me? 2. How do I achieve diversification, and what does it really mean? 3. Do I want to follow an active or indexed investment strategy? 4. Should I rebalance my portfolio—if so, when and how? We’ll address each of these questions and more.