Monitoring Your Portfolio
Paul Gunning, Planning and Guidance Consultant, Fidelity Investments
Thu Jan 6, 12-01:00pm, W20-307; Mezzanine
Mon Jan 24, 12-01:00pm, W20-306; 20 Chimneys
No enrollment limit, no advance sign up
Repeating event. Participants welcome at any session
This workshop is for those who want to review their portfolio as part of an annual maintenance plan. Topics include: asset allocation strategies; evaluating performance; and understanding when to rebalance.
Contact: Paul Gunning, 258-8872, paul.gunning@fmr.com
Sponsor: MIT Human Resources
Cosponsor: Fidelity Investments
Latest update: 17-Nov-2010
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