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Free Financial Webinars on Effective Investment Strategies

The American College of Physicians (ACP) invites you to view four FREE webinars on Effective Investment Strategies.

Presented by J. Michael Moody, MBA, an expert in financial education, and President of National Tax & Investment Seminars, these webinars are sponsored by Marsh Consumer and New York Life and are provided to you free as a service from ACP and the ACP Group Insurance Program. The program is presented for educational/information purposes only. There will be no sales pitch nor will your contact information be shared with any financial planning institutions for follow-up.

Each webinar provides an overview of the investment environment, with specific areas of portfolio management so that whether you are a conservative, moderate or aggressive investor, your knowledge and confidence in making investment decisions will increase.

1. Creating a Successful Investing Roadmap

The first webinar teaches you how to create a successful investing roadmap by addressing risk vs. return, diversification and inflation. It covers variations in portfolio strategy including stocks and dividends, treasury bills, CDs and money market accounts. It also presents a “quickie” course in investment math.
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2. Understanding the Role of Fixed Investments in Your Portfolio

Topics covered include:

  • Characteristics, benefits and risks of bonds and how them tame portfolio volatility
  • Is there a place for high-yield junk bonds?
  • Higher interest rate preparation
  • Deflation
  • Anticipating inflation with TIPs

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3. Mutual Funds & the “Study of the Decade”

Topics covered include:

  • The Study of the Decade: Why Mutual Funds Have Failed Us
  • Index Funds: Should These Be Your “Core” Investment?
  • Exchange Traded Funds (ETFs): Better Than Index Funds?
  • All that Glitters May Not Be Gold
  • Harvesting Tax Losses
  • Just Say No to Hedge Funds

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4. Appreciating the Benefits of Diversifying Your Portfolio

Topics covered include:

  • The Difference a Dividend Makes
  • Target-Date Funds
  • Ginnie Maes
  • Real Estate Investment Trusts: Put a Shopping Center in Your Portfolio
  • Dollar Cost Averaging
  • Funding Our Children’s College Education
  • Considering the High-Cost of Variable Annuities

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Sponsored by:
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