Events & Courses

You can find all the course homework as well as additional resources here:

Course Homework

Loading Events

« All Events

  • This event has passed.

Investment Analysis: Take a Close Look at What Your Investments are Doing

August 31 @ 6:30 pm - 8:00 pm


This course is designed to give you the knowledge and tools to perform a proper investment analysis on your portfolio.  You will learn to evaluate your portfolio using widely available tools in the following manner:
Fund Analysis: Are your funds above or below average? The difference could be BIG money!
Register Here

  • Bond Analysis
    • Are there mortgage-backed securities in your portfolio?
    • What is the effective maturity? The effective duration?
  • Fees
    • Are you paying 12(b)1 fees (marketing and distribution expenses)?
    • Are you paying loads?
    • What is a fair price you should be paying?
  • Asset Allocation
    • Why is this your most important decision?
    • How many asset classes should you be utilizing?
  • Diversification: The importance and value of diversification
  • Rebalancing: Learn why the professionals feed off volatility

Handouts will include the following:

  • Building Better Portfolios
  • The Efficient Frontier
  • Callan Periodic Table of Investment Returns

Register Here


August 31
6:30 pm - 8:00 pm


Austin First Financial


University of Texas Thompson Conference Center, Room. 1.126
2405 Robert Dedman Dr
Austin, TX 78712 United States
+ Google Map
Request your
Schedule Now

Check out our
free resources:

Click Here
  |     |     |     |