Investing 101: Saving, Investing & Planning

Join us for the third presentation in our Summer Investor's Series as Chris Gaffney and Jeff Smith of the Wellesley Investment Partners help you understand the fundamentals of investing. 

All good investment plans have three main components:  saving, investing, and planning.  A good savings plan provides fuel for investing; constructing a portfolio allows you to decide what investments are best for you; and last, but not least, you need a proper plan to achieve the goal which is driving your need for investing.  Jeff and Chris will not only provide you with the information to help understand the fundamentals of investing, such as the difference between mutual funds, stocks, and bonds, but will also provide you with the motivation to take charge of your financial future.