Rebalance Webinar Series - Investing 101

Investing for your long-term goals is not rocket science. There really are just a few fundamental choices to make, choices that over time lead to better investment returns.

What’s more, you can get those returns without all the jumpiness and second-guessing common among short-term thinkers and supposed Wall Street “pros.”

Research has shown, repeatedly, that those same folks consistently underperform when compared to the stock market index itself.

Once you make these basic decisions, much of what follows can feel like being on autopilot. One need only occasionally check in with a financial advisor to review, and mostly that’s to make sure your own life circumstances haven’t changed in the meantime.

Armed with an understanding of these time-tested concepts, you will feel empowered to make decisions that will help you live well and retire with more.

That’s why Rebalance periodically features its key firm leaders in interactive, low-pressure webinars on investing and other important money topics.

For instance, in our popular Investing 101 webinar, you’ll learn about:

  • The most effective strategy for increasing savings with low risk. You’ll hear about why it’s not about picking stocks but instead owning the entire economy through a broad sampling of companies and industries.
  • Why hidden fees are the Achilles heel of most investors. The cost of investing is shrouded in unnecessary financial doublespeak. That’s precisely to hide how large a role fees play in determining your long-term investment growth.
  • Key questions to ask a financial advisor to ensure that they are acting in your best interest. Most financial advisors and stock brokers claim they work in your interest, but it turns out there’s a tricky loophole in how they say it that lets them off the hook.

Your presenter for this enlightening and fact-filled hour is Rebalance Managing Director Scott Puritz. To get a quick preview of Scott’s message, take a look at the brief video below, produced by the U.S. Dept. of Labor.

To reserve a seat, it is recommended that you register at your earliest convenience. Space is limited.

Register for the Webinar

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