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Wealth Circle: Simplify your investments

March 23, 2023 @ 6:30 pm - 8:00 pm PDT

The investment world can be a complicated and overwhelming place for those on the outside. If you’re finance savvy, join us to share your financial/investment experience and offer advice. If you are muddled about the investment world, our conversation will bring clarity.

We’ll discuss what it takes to navigate the tough investing terrain calmly. Here are some of the questions we’ve been hearing lately:

  • Where should I put all the cash I sitting in my bank account?
  • What do I need to know about how to set up my portfolio to protect me from inflation and the ups and downs of the markets?
  • Is this time different?
  • How long will this turbulence continue?
  • Where can I put my money, so it’s safe?
  • How do I position my investments to weather the storm and still ensure I have enough?

What questions do you have? Please share ahead of the meeting or bring them up in our meeting.

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