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San Marino, CA

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Reasons a Retiree’s Portfolio Lose Money

Monday, Nov 17 7:00p
Crowell Public Library San Marino, CA

How often are a retiree’s investments held without adequate analysis and attention to detail? When we are working, we’re too busy and when we retire, is it too late? According to Morningstar, “y our investment portfolio requires regular reviews... You need to supervise it, just as your manager supervises you, to make sure it stays on track.”* - are your investments performing according to goals and expectations? Is a yearly analysis sufficient? The focus of this informational session will be to understand… Show more

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Crowell Public Library
1890 Huntington Dr.
San Marino, CA 91108
(626) 300-0777
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