The Investment Vortex

Getting Through the Black Hole of Investing

3 Class Times, 2 dates, In Our Office


Why have we stressed that the most critical component of the potential for success is the discipline to “stay the course”? This class illustrates the risk of changing your investment strategy frequently. Prudent investors need to understand how critical it is to reduce the risks related to changing asset categories too quickly. The large variance in potential returns created by frequent switching of funds makes long-term planning for goals, such as retirement, virtually impossible.

This is a good class to bring a guest so they too can see the true benefits of long-term investing. 

Tues., Nov. 19th @ 2:00 pm* & 6:30 pm


Weds., Nov. 20th @ 10:30 am

*Immediately following the Tues. 2:00 class we will have pizza & watch the Matson Live Show, so plan to hang around for a little while*

Call 317-888-9465

(leave a message)

or email us at: to reserve your seats

We are limited to 20 people per class so call or email soon to reserve your seat.