Is Your Investment Portfolio Ready for a Recession?

Name: Is Your Investment Portfolio Ready for a Recession?
Start: 2021-09-08
End: 2021-09-08
Location: Lewes Public Library

Learn how to evaluate your portfolio to better understand 3 important factors:

What type holdings are in your portfolio and how much risk are you taking?
How will your portfolio react to a potential future recession?
How much are you paying for your investments? (Consider advice as well as the cost of the investments themselves.)

Presented by: Cameron Fitzgerald

Tags: Investment Planning

Date

Sep 08 2021

Expired!

Time

5:00 pm - 6:00 pm

Location

Lewes Public Library

111 Adams Ave, Lewes, DE 19958

Category

In-Person Office Workshop

Library Workshop

Black Diamond Financial Services is a private wealth management company that provides comprehensive financial planning and investment advice. Our personalized approach to wealth management includes customized solutions for all of our clients, including the business owner. We provide assistance with succession planning, employee retirement plans, as well as 401(k) rollovers and life insurance planning. Black Diamond Financial Services has been helping generations of investors grow, protect, and manage their wealth since 2010.

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Disclaimer

Registered Representatives with securities offered through The Leaders Group FINRA/SIPC. Investment advice offered through BDFS Capital LLC, a Registered Investment Advisor. M.S. Howells & Co. and BDFS Capital, LLC are not affiliated. The registered representatives with Black Diamond Financial Solutions may only discuss securities or transact business with persons who are residents of DE, FL, MD, MI, NJ, PA . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.