Early Risers Breakfast Club of Grand Rapids

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  • Doug Cloutier, Financial Advisor with Raymond James & Associates

Doug Cloutier, Financial Advisor with Raymond James & Associates

  • Wednesday, June 17, 2020
  • 7:40 AM - 8:30 AM
  • Virtual Meeting - https://bissell.zoom.us/j/5559875693?pwd=bkZzaG1sM0dzR1dqS2x0eEc2c3ZNdz09

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BREAKFAST CLUB OF GRAND RAPIDS

Established 1936 – John A. Collins, President

VIRTUAL MEETING

WEDNESDAY, June 17, 2020  –  7:40 a.m. 

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Perhaps you opened your quarterly investment statements after the Covid-19 quarantine began and simultaneously heard what sounded like a toilet flushing as you lost use of your legs and fell to the ground. Then, once you regained consciousness, you may have wondered, "What can I do?" Well, before you seek out the nearest high rise from which to take a cordless bungy jump, please spend time with Fellow BC'er, Doug Cloutier, a Financial Advisor with Raymond James & Associates, who will discuss with us Core Satellite Investment Strategy -- a time-tested investment portfolio design that consists of a “core” investment, such as stock index mutual funds or exchange-traded funds (ETFs) representing the main portfolio structure. The Primary purpose of this portfolio design is to reduce risk through diversification while striving to attain higher returns than the standard benchmarks, such as the S & P 500 Index. Doug will provide us with an informative breakdown of this investment strategy including how to incorporate it into your portfolio.

Invocator: Paul Chardoul

Introducer: Jeff Kissinger


"The stock market is a device for transferring money from the impatient to the patient."  
Warren Buffett

"Wealthy people invest first and spend what's left. Broke people spend first and invest what's left."  UNKNOWN

From the head table: "They say money can't buy happiness. We say give us each $100 and watch us smile."



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