Basics of Investing 

Register Now! 

At Gerstein Fisher, we believe that an informed investor is a better investor, and we're committed to helping educate individuals about important investment themes. To that end, we would like to invite you to a two-part educational series aimed at demystifying the markets and the basics of investing.

Gerstein Fisher Investment Strategy Group members Andrew Tanzer, CFA, and Chris Meeske, MBA, will lead the sessions, which will be interactive with abundant time for Q&A.

Topics addressed will include:

Session One: Why we invest * Principles of building wealth * Thinking about risk and return * Asset classes: bonds, stocks, alternative investments

Dates and Times: Tuesday, July 12 OR Wednesday, August 10 from 5:30-7:30pm (Networking and refreshments at 5:30 pm; session begins promptly at 6:00pm)

Session Two: Principles of bonds, stocks, and alternatives * The case for diversification * Constructing a portfolio * Taxes, costs, and investor behavior

Dates and Times: Wednesday, July 13 OR Thursday, August 18 from 5:30-7:30pm (Networking and refreshments at 5:30 pm; session begins promptly at 6:00pm)

Location (all sessions): Gerstein Fisher, 565 Fifth Avenue, 27th Floor (entrance on 46th Street)

Don't miss this opportunity to build or refresh your investment knowledge base. Guests are welcome, but space is limited so please RSVP at your earliest convenience. We look forward to seeing you there!

 

This notice and the content to be expressed at the meeting it describes, is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any investment or service. Neither Gerstein Fisher, nor its affiliates offer tax or legal advice. The views and strategies discussed may not be suitable for all investors. Securities are offered by GFA Securities, LLC., member FINRA and SIPC. Investment Advisory services offered through Gerstein Fisher, an SEC registered advisory firm.