Interested in building a personal investment portfolio? If so, join Thomas H. Gunn, president of Investment Advisors, Inc. of Royal Oak for this educational investment program. Mr. Gunn will cover the basics of CDs, mutual funds (both bond funds and stock funds) and individual stocks and annuities. He will discuss what it means to be a balanced investor (your debt/equity ratio) and the importance of investment diversification. He will present information about Morningstar.com and all the information available on the free library-offered database. Finally, he will help you answer the question: Should you be a do-it-yourself investor or should you use an investment professional to help you. There are many successful DIY investors. He will talk about where you can purchase various investments products.
Please bring your investment questions to the meeting.
Investment Advisors, Inc. is a fee-only registered investment advisory firm based in Royal Oak since 2006. Visit their website at Investment Advisors, Inc. to download a free report entitled, "Understanding Debt/Equity Ratio."
Registration is requested. Fill out the form by clicking the event title or call the adult reference desk at 248-246-3727.