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Investors should analyze their portfolios at least once a year. If you just "bottom line" your portfolio or compare its performance to the S&P 500 Index, you are likely missing key components that drive outcomes. Join us and find out how professionals deconstruct, analyze, monitor, and benchmark investment portfolios—including 401ks, retirement portfolios, mutual funds, ETFs, stocks, and global portfolios. An investment portfolio analysis is the best way to optimize performance and outcomes and avoid major problems. It also often results in higher returns and lower risks. In other words, it improves the odds of your investment success which can be especially important during these uncertain times.
Learning Objectives:
- Determine if your portfolio meets the objectives you've set for the portfolio, such as risk, inflation, and performance
- Define ways to measure the sensitivity of your portfolio to events unfolding in the economy and markets
- Understand how portfolio analysis works to help identify strengths and weaknesses
- Recognize the importance of identifying investment overlap and concentrated risks
- Learn how to properly benchmark your portfolio to correct indices and peer groups
Terri McGray
Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(805) 917-6771
Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement.
She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k).
Her expertise with plan design, ERISA law, internal controls, and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.
Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University.
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- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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