Saturday, January 21, 2017 from 9:45 AM to 12:45 PM
Learn the data points you need to follow in order to anticipate interest rate moves. Learn how to lock and load your fixed-income portfolio with safe bonds. There are income generators that can meet and beat dividend-paying stocks with considerably less market risk.
Our low interest rates, brought to us by the Federal Reserve, have goosed up valuations: the stock, bond and real estate markets are all overvalued. Preservation of capital is the most important goal. Marilyn will share some investment ideas that are actionable and can add balance to your portfolios.
Marilyn Cohen is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & Co. She moved into bond brokerage at Cantor Fitzgerald Inc., then founded Envision Capital Management 22 years ago. As Envision’s CEO, Marilyn and her company specialize in managing bond portfolios for individuals. Throughout these 22 years, Marilyn has written the bond column appearing in Forbes magazine, writes for Forbes.com and has authored three books about investing in bonds. Marilyn is a popular guest on CNBC, Fox Business News, PBS and major broadcast networks. Her comments--stated in plain English--guide individuals through the inner workings of the bond market. Marilyn and her husband, Chris Malburg, raise service dogs for the disabled.
Attend this seminar to learn:
Time: 9:30 a.m. — Registration
9:45 a.m. — Presentation begins
12:45 p.m. — Adjournment
Location: Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
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In Advance: (postmarked by 1/16 or online by 1/21)
Register via Eventbrite.com
Register via postal mail-in form
Please send a contribution of ANY AMOUNT of your choice for each person who will attend. The more you contribute, the better speakers we can bring you.
At the Door:
Space permitting, maximum 200. We accept a contribution of any amount at the door for each person who attends.
Contact us at least 24 hours prior to the meeting for a full refund.
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