The AAII NORTHERN NEW JERSEY Chapter presents...
Wall Street Potholes: Make Smarter Decisions and Avoid Bad Advice
Discussed by:
Simon Lack CFA
Managing Partner, SL Advisors LLC
In this presentation, best-selling author and investment guru Simon Lack shares insights into the money management industry, revealing the practices that benefit the salesman far more than the client. Lack draws from his own experience and brings together a team of experienced money managers to give you straight-from-the-source intel, and will teach you how to recognize bad advice and when it’s better to just walk away.
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About the risks of products such as non-traded REITs and annuities
The basics of better portfolio management techniques
How to avoid overpriced investment products
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