Greenwich Library, Julie Jason's Investment Basics IV: The Portfolio Review - Why It Is Important and How to Do It (Online) - Greenwich Moms

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Greenwich Library, Julie Jason’s Investment Basics IV: The Portfolio Review – Why It Is Important and How to Do It (Online)

June 5 @ 1:00 pm - 2:00 pm

Doing your own review periodically (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy or tactics. This presentation will teach you how to perform a review to catch mistakes and to correct your course on a timely basis, with the ultimate goal of improving your results.

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone in 2017, is syndicated by Andrews McMeel and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.

Please see the link for survey for this program.

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Yang Wang
[email protected]

Wednesday, June 5, 2024
1:00pm – 2:00pm
  Business, Career, and Finance 
This is an online event. Event URL will be sent via registration email.


June 5
1:00 pm - 2:00 pm
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