Asset Allocation and Modern Portfolio Theory

Monday, January 24, 2022 - 7:30pm to 8:30pm

Asset Allocation and Modern Portfolio Theory

The Putnam County Libraries and The Field Library have teamed up again! This time, to bring you a series on Financial Awareness. You are sure to enjoy Mark Lange, a knowledgeable and entertaining speaker from the Society of Financial Awareness (SOFA). Please join us with questions you may have! Hosted on Zoom. Free and open to all.

Register here:

The Third Workshop will focus on Asset Allocation and Modern Portfolio Theory:

  • Common investment mistakes
  • Investment risks
  • What is Asset Allocation?
  • Who developed it and why
  • Why it is used as the primary element - to manage investment portfolios
  • What benefits will you derive from using it
  • Conventional asset classes
  • Unconventional asset classes
  • What doesn't it cover that I should be thinking about


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