Personal Finance

Reasons to Be Bullish ** NEW TOPIC** (Dollars and Sense)

Morgan Stanley Wealth Management analysts are bullish on the economy. Attend this presentation and learn why these analysts have “Reasons to be Bullish.” The topics covered include the economy is improving, that there is an emergence of and American industrial renaissance and why they think the U.S. companies are undervalued.

The goal of the Dollars and Sense series is to provide community members with the information to help manage their personal finance issues with common sense.

Mental Roadblocks (Dollars and Sense series)

Mental Roadblocks introduces the five cognitive processes hardwired into our brains that often make financial decisions challenging. Each roadblock is closely examined in creative fashion to help audience members understand why our brains manipulate the investment planning process- and what can be done about it. This engaging presentation injects humor, some interactive elements, and a great deal of financial food for thought.

The goal of the Dollars and Sense series is to provide community members with the information to help manage their personal finance issues with common sense.

Surviving Market Swings: Investment Strategies for Uncertain Markets

Market cycles are a normal aspect of investing. Investor are searching for guidance and strategies that will help them deal with frequent shifts in their portfolios and avoid making mistakes. This timely seminar focuses on helping investors strengthen and diversify their portfolios, keep expectations in check, and utilize fundamental investment tactics to help enhance their potential for success. The seminar covers recent events on Wall Street, challenges facing the economy, and the unpredictability of financial markets.