Two-hour Personalized Investment Counseling Session

Item Number: 257

Time Left: CLOSED

Value: $1,500

Online Close: Feb 13, 2009 4:00 PM EST

Bid History: 0 bids

Description

How should I invest my retirement savings?  Is my broker screwing me?  Should I open a 529 account to save for college?  What investment options are available for money that I want to keep "safe"?   Are my investments tax efficient and could I make them more so?  What are TIPS and commodities funds and why might I consider investing in them?  What is bond "duration" and why is it so crucially important to picking a bond fund?

Learn the answers to these questions and more in plain English with a two-hour personalized investment counseling session in your own home with Jonathan Sacks.  Jonathan would be happy to discuss any investment-related topics of your choice, be it reviewing your personal portfolio, getting educated on the investment options available, or something else.  Jonathan is a partner at an established hedge fund, has ten years of professional investment experience, holds a Harvard MBA and law degree, and has the Chartered Financial Analyst (CFA) designation. 

This is a Live Event Item.

Donated by

Jonathan Sacks