June 2017 Chapter Meeting

Creating a Fixed-Income Safety Net for Your Portfolio
Speaker Slides-> AAII Bond Workshop 061017   Trade History   BondDe   

Bob Pugh CFP, CFA
President and Founder, Insight Wealth Management, Inc.

Location: Wake Tech Western Wake Campus, Room 118
3434 Kildare Farm Road, Cary, NC 27518

Saturday, June 10 at 10:00AM
$5 at the door for everyone. No advanced reservations

Many investors find themselves in hot water during equity market corrections and bear markets because of their failure to manage risk appropriately. Investing should be about managing risk first and chasing return second. Some investors are even endangering their standard of living, especially in retirement, by not creating a safety net in their investment portfolios. One of the best ways of creating a portfolio safety net is an allocation to fixed income. In this presentation, Bob Pugh will explore how to use fixed income effectively as a key tool to manage portfolio risk.

Attend this meeting and learn

• How to assess your risk tolerance and determine an appropriate allocation to fixed income in your portfolio
• Alternative ways of managing risk in your portfolio
• How to structure the fixed-income allocation in your portfolio using individual bonds and ETFs

About our Speaker

Bob Pugh is president and founder of Insight Wealth Management Inc., an independent registered investment adviser in Gainesville, Virginia. He’s a NAPFA-registered financial adviser and a member of the CFA Institute, the FPA, NAPFA, Mensa and the National Association for Business Economics. Pugh is a former president of the CFA Society of Washington DC and has 25+ years of experience in economics, financial education and portfolio management. He has taught grad-level courses at Johns Hopkins University’s Carey School of Business, and teaches a Level III CFA exam review course. Pugh has graduate degrees in global political economy from Johns Hopkins and in financial economics from UNC-Greensboro.