Wednesday, April 22, 2015 2:30 PM - 3:30 PM
Senior Portfolio Manager/Team Leader
EDWARD JONES TRUST COMPANY
St. Louis, Missouri
Your clients that previously owned shares of Enron, World Com, AIG and Lehman Brothers will attest that there is such a thing as too much of a good thing. In this session we will explore the role of asset allocation as the primary driver of account performance. We will discuss the importance of diversification across sectors, industries and asset classes. Finally, we will present advice to help you and your trust investment professionals effectively reduce concentration risk while managing taxes and emotional attachments.