The AAII Southeast Florida Chapter presents...
"Is This Time Different? Myths, Realities and Strategies for Portfolio Management "
Discussed by:
Jay L. Shein, CFP, CIMA, CIS
Chief Investment Officer and Strategist, Compass Financial Group, Inc.
This presentation will address some of the myths of investing and why they should be used with caution. Real-world examples of the problems with investors’ decision-making processes will be reviewed. Strategies that increase the probabilities of success will be covered. Examples of why using historical performance can cause improper decisions will be revealed. Reasons that a multi-strategy approach to investing can help manage portfolio risk will be discussed.
| Attend This Meeting and Learn... |
 | How to reduce portfolio risk |
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| What, if anything, is different about the financial world we live in versus the past
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| Why explanations of capital market behavior are inadequate
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