Upcoming Chapter Meeting: AAII Washington D.C. Metro

Posted on February 9, 2013 | Local Chapters


Date: Saturday, February 16, 2013
Topic: Managing Portfolio Risk Using Asset Allocation Strategies
Speaker: Bob Pugh, CFA, CFP, President, Founder, Insight Wealth Management, Inc.

Investors should focus more on managing risk than on chasing return. This presentation will discuss asset allocation as an inexpensive technique to manage investment and market risk in your portfolio, and to seek as much return as possible given your risk tolerance. Market timing is unreliable and derivatives are expensive and complex. Asset allocation tailored to the investor’s risk tolerance provides a tool that allows investors to survive market downturns and profit from growth.

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