The Investment Process

We will discuss from the perspective of someone transitioning into retirement how to successfully establish an effective investment portfolio.

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Modules:

How Markets Really Work
Getting Your Mind Around Investment Risk

Understanding Investment Statistics
Developing Your Asset Allocation

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Time is your most valuable asset. Building a successful retirement income plan requires you to gather and implement the right information; don't spend years attempting to get it right by trial and error.

Bob French, CFA
Director of Investment Analysis

Wade Pfau, Ph.D., CFA, RICP
Founder of Retirement Researcher

Alex Murguia, Ph.D.
CEO of Retirement Researcher