AAIIDCMetro - 12/6/08 - Bond Analysis, Portfolio Strategies, and Trade Executions

SPEAKER: 
Bob Pugh, CFA. President, Insight Wealth Management, Inc.
 
TITLE: 

Bond Analysis, Portfolio Strategies and Trade Executions 
 
DESCRIPTION: 

An allocation to bonds is an important risk management tool for most investment portfolios.  Owning individual investment-grade corporate and/or U.S. Treasury securities is preferable to buying bond mutual funds because of the lower fees and greater control of factors such as maturity and duration of a bond allocation or portfolio.  With some education, individual investors can understand, research, and include bonds in their own portfolios.

 
ATTEND THIS MEETING TO LEARN: 


Techniques of analyzing and researching bond investments


Common, low-risk bond portfolio strategies such as laddering


Execution of bond trades


 
 REASONS TO ATTEND:    


Learn the risks and rewards of investing in individual bonds

 Learn common bond terminology such as yield to maturity, duration, and yield curve

Participate in a hands-on bond workshop to learn how to manage your own individual bond investments 


 
BIO
Bob Pugh, CFA, founder and president of Insight Wealth Management, Inc. (IWM) in Gainesville, Virginia, has 20 years of experience as a portfolio manager, analyst and financial educator. IWM provides investment and wealth management services to individuals, businesses and charitable organizations. In addition to his work at IWM, Bob is a faculty member of the Johns Hopkins University’s Carey School of Business and teaches graduate level courses in investment analysis and portfolio management, and is the immediate past-president of the CFA Society of Washington DC. 
 
 
For more information about our chapter, go to  http://www.aaiidcmetro.com     





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