Events › Investing for Absolute Beginners

Ever wonder what people are talking about when they say you should have a more aggressive portfolio and rebalance your debt and equity with more exposure to ESG, ETFs, and REITs, while avoiding wash sales and STCG rates? This is your chance to ask your most basic investing questions without fear. We’ll talk about stocks & bonds; mutual funds & ETFs; index funds & target-date funds; and learn how to maximize diversification and minimize fees & expenses. You’ll be able to understand more of what you hear about investing, take some sensible actions, and get started!