What You Need to Know About Investing
With so much information available about investing, how do you boil it down to what you need to know? Many sources conflict with their investing opinions. How do you know who to trust?
What You Will Learn
- Where investing returns come from
- How the stock market works
- How to be a confident investor and relax about money
Description
With so much information available about investing, how do you boil it down to what you need to know? Many sources conflict with their investing opinions. How do you know who to trust?
In this workshop, Paul is going to walk through how investing really works. Where do returns come from? What asset classes should you have in your portfolio? How do you measure risk? How do you account for risk?
The investing industry is driven by sales. To be a confident investor, you must step outside the industry and learn the academic principles of investing.
Speakers:
Paul Winkler
ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.
*Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment advisor registered with the State of Tennessee. PWI does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. This information is provided for informational purposes only and should not be construed to be a solicitation for the purchase of sale of any securities.