Navigating the Stock Market
Adult Enrichment / Career, Technology & Finance -
Get empowered to make educated and informed decisions about your investments: how to allocate assets, choose equity ETFs, pick new stocks, and manage a stock portfolio. Develop your skills as an amateur “equity analyst” and learn how to monitor the performance of a professional mutual fund manager or advisor. Topics include understanding the stock-picking wisdom of iconic investors such as Peter Lynch and Warren Buffett, using online resources like Google and Yahoo Finance, and managing an existing portfolio of stocks that may already contain strong winners or significant underperformers. We’ll also cover financial ratios, reading a basic balance sheet, and recognizing an undervalued vs. overvalued stock.
Michael Stern is chief investment officer of Arlington Investment Advisors, a financial planning and investment advisory firm in Arlington. He is an Arlington Town Meeting member, sits on the Board of Directors for the Arlington Chamber of Commerce, and is the father of two children.