Designed for novice investors who want to understand how to structure investment portfolios and longtime investors who want to sharpen their skills, this course teaches you how to manage risks and globally diversify your portfolio.
Designed for novice investors who want to understand how to structure investment portfolios and longtime investors who want to sharpen their skills, this course helps you learn to manage investment portfolio risks and globally diversify your portfolio using U.S. stocks and bonds, foreign stocks and bonds, commodities, gold and real estate. Certified financial planner and registered investment advisor William Frisco examines how the following issues will impact your income and growth portfolios: the threats to your bond investments if the Federal Reserve continues to raise interest rates; the improving recovery in Europe and the emerging markets; the significant political uncertainties; and the potential for a slowdown in global trade as a result of new trade barriers. Topics also include new tax legislation and tax proposals, the impact of these changes on your investment portfolios and important year-end tax strategies. This course can benefit you whether you oversee your own investing or work with an advisor.
William E. Frisco, CPA, CFP®, MBA, is a senior vice president wealth advisor at Morgan Stanley. He has more than 20 years of experience managing growth and retirement portfolios for individuals, trusts and corporations. He is also a member of both the American Institute of Certified Public Accountants and the Financial Planning Association and was included in the Financial Times “Top 400 Financial Advisers” in 2014. In 2009, Mr. Frisco was ranked as one of the top investment advisors in the country by Barron’s and was honored in Texas Monthly magazine as a “Five Star Best in Client Satisfaction” wealth manager from 2009-2015. He holds a bachelor’s degree in economics from Duke University and a master’s degree from Tulane University.
Term: Fall 2017
Start Date: Oct. 05, 2017
End Date: Nov. 02, 2017
Schedule: 6:15–8:15 p.m.
Length: Five Thursdays
Location: Rice campus
Early Registration: $205 if registering by Sept. 21
+ Analyzing mutual funds and index funds: S&P 500, S&P mid-cap 400, S&P small-cap, foreign and emerging markets and real estate investment trusts
+ Investment portfolios for retirement and pre-retirement investors: methods to reduce risk and volatility
+ Diversification to enhance your income portfolio
+ Outlook for U.S. and foreign markets and the impact of new tax laws
+ Asset allocation to preserve capital for balanced and growth investors: determining what is best for you
Rice University does not offer financial advice or investment advice. The intent of our financial planning and investment courses is to provide a general educational overview of the topics described. Therefore, to determine the applicability of the course content to your personal finances and investments, and for specific advice pertaining to your personal financial situation, you should consult a financial advisor of your choosing.