The Fundamentals of Investing with Financial Advisor Christopher Stone

Learning the Basics of Creating Your Portfolio

Investing can be complicated and overwhelming. Understanding the fundamentals of investing can help you make sense of the risks and opportunities associated with investing so you can make more informed – and more confident – decisions about your portfolio.

 Join us for coffee and cookies, where we will explore:

• The major asset classes.
• The basic tenets of investing
• The importance of asset allocation and diversification
• How to bring it all together in a portfolio that helps you achieve your financial goals.

With Morgan Stanley wealth management financial advisor Christopher Stone, CRPC™, CEPA®

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