Investment Workshop

January 14, 2012

Roy Wiley, president of SmartPlan Investing in Jupiter, will offer an educational seminar, Separating the Myths from Truths of Investing on Tuesday, Jan. 17.

Learn why so many investors fail and what you can do to succeed and find out what your broker hopes you NEVER learn. This presentation is to explain the common misconceptions about investing and introduce the Nobel- Prize winning Modern Portfolio Theory and Three Factor Model; which is the academic philosophy in which a well globally diversified portfolio is built.

The investment myths are what we have traditionally believed to be appropriate methods of investment advice. When we talk to a stockbroker or financial advisor about investments we may ask them questions such as:

What stock or investments do you like?
This is the 1st myth: stock selection.

Who is your favorite manager?
This is the 2nd myth: Track record investing.

Where do you think the market’s going?
This question speaks to the 3rd myth: market timing, or when to get in and out of the market.

The 4th myth is one that nobody really likes to talk about much, and that is the true costs of investing.

Date: Tuesday January 17
Time: 6:30-8:30pm
Location: SmartPlan Investing( look for the CPA sign)
In the Jupiter Town Centre Plaza
711 W. Indiantown Rd. Suite C5
Jupiter, FL 33458
Registration is required.
Contact Jennifer at 561-747-9547 or [email protected]

Roy Wiley, a Certified Public Accountant and Registered Investment Advisor, is the president of SmartPlan Financial Services, a firm offering tax preparation and bookkeeping services. Wiley graduated with a Bachelor of Business Administration degree from Florida Atlantic University, Boca Raton, Florida in 1974.

SmartPlan Investing is a registered investment advisory firm that has/had offices in Michigan, Georgia and  Florida. SmartPlan Investing focuses on educating investors by helping them understand how markets work. It hosts a variety of investor education events throughout each month. All events are FREE to attend.



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