Self managing your own investment portfolio

Many of us manage our own money and help family members manage theirs. Share what is working for you and help others with advice on getting their portfolios on track. This will be a chance for beginners as well as more experienced investors to learn from each other.

• Avoiding taxable investment events
• Roth vs. IRA vs. 401k vs. brokerage accounts
• Income vs. Equities
• Value vs. Growth Investing
• Using leverage
• ETFs vs. Mutual funds vs. Individual stocks
• Bitcoin and other Crypto Investments
• Hot sectors and stocks
• Investing vs. speculating
• How to pick good companies vs. picking good stocks.
• Investment Scams
• Warren Buffet and other guru investors that you follow

If you have questions about this event feel free to contact Mark Spoor at 303-669-9107.