Selling Guidelines

Date: Saturday, May 16 · 1:00 PM - 2:00 PM EDT
Location: Online

Successful Investing I — Investing Before During & After A Storm

For the last two or three years Mark Robertson and Ken Kavula have been looking at ways to refine the selling process. Cy Lynch brings the perspective of portolio-centered decisions and its impact on necessary management decisions. Starting with the traditional selling cues, Ken, Mark and Cy have been searching for triggers which might add a percentage or two to total portfolio returns. As the data mounts, the findings are worthy of further exploration. Listen to new ideas. Respect time-honored guidelines and traditions. Can we sell better?