Investment Review, Including Economics & Portfolio Management for the Practicing CPA
Presenter
Todd Voit,
Portfolio Manager,
Voit & Company, LLC
Overview
This program will cover a variety of ways to help clients understand economics and investments, including the following general topics: The portfolio management process; basic investment objectives of clients, including mutual funds & ETFs and how they fit in; basic portfolio theory and what it looks like in practice; economic refreshers, such as government economic tools and exchange rates; fixed income types (such as bonds and CDs) and how changing yields factor into your client's investment portfolio; a basic understanding of equity markets (today's and tomorrow's); and criteria to use to help clients decide between stocks and bonds.
