Lindsay Ardis, Regional Manager - Lord Abbett & Co
James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Essential Ingredients for long term investing: The recipe for a Diversified Portfolio
During this complimentary seminar you’ll learn about:
- Essential ingredients for long-term investing
- International stocks: a world of opportunity
- Bonds: Income and Balance
- Diversification: a strategy for all seasons
This educational opportunity is a conference call and WebEx presentation.
Please plan to call the toll-free number and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in.
Please call: 1-866-501-1506 Conference Code: 402 956 1640
Click this live link to login to the WebEx slide presentation.
This is an informational seminar. There is no cost or obligation.
James D. Rice, CA insurance # 0L04666, AZ insurance #5628690, Meghanne Svatos, CA insurance #0G66902
The Ameriprise office is located at: 70100 Ameriprise Financial Center, Minneapolis, MN 55474
Lord Abbett & Co. and its representatives are not affiliated with Ameriprise Financial.
Investment products, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.
There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.
International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations, and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.
Diversification can help protect against certain investment risks, but does not assure a profit or protect against loss.
Ameriprise Financial Services,Inc. Member FINRA and SIPC.
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