Foundations of Finance Class 4: Portfolio Construction & Aligning Investments with Your Values скачать в хорошем качестве

Foundations of Finance Class 4: Portfolio Construction & Aligning Investments with Your Values

The Beacon Pointe 'Foundations of Finance' Summer Educational series offers a clear introduction to the economy, investing, and financial planning —ideal for college students and next-gen investors seeking a foundational refresher. In Class 4, we dive into the fundamentals of portfolio construction and how to align your investments with what matters most to you. From risk tolerance to responsible investing, discover how thoughtful planning can build a portfolio that’s both purposeful and personalized. Missed Class 3? Tune in at your convenience:    • Foundations of Finance Class 3: Investing ...   Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.