Week 6: Equity Investing

Equity Investing – Video Webinar – Fall 2021

Video Presentation By Trevor Murphy, Don Vivrette and John Prichard

As we learned from our previous session on INVESTMENTS (Financial Planning 2) we need to determine our asset allocation model; what percentage of our investments will be allocated to the equity side versus the fixed income side. Equity means ownership and it provides the highest return along with the most volatility. In this session we discuss terminology, importance of diversification, timing, risk, re-balance and performance.

There is no “best” investment only a “best” portfolio which means you are properly diversified – a MUST KNOW for every consumer.

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