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"Separating Myths from Truth" A four-part presentation
that tells the true story about investing.
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"Separating Myths from Truth"
A four-part presentation that tells the true
story about investing.

Part 1: Dispelling Myths

  • Stock Selection - smart vs. lucky?
  • Track Record Investing - seeing the future?
  • Market Timing - right place at the right time?
  • Cost of Investing - what you don't see can hurt you!

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Part 2: The Story of Investing
- Free Market Portfolio Theory

  • Capture market returns
  • Manage market volatility
  • Based on 50 years of research

Part 3: Building a Better Portfolio
- Average Investor Equity Performance

  • Why are returns so low?
  • How does diversification affect return and stability?

Part 4: 20 Must Answer Questions
for Creating Lasting Peace of Mind