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Investment Strategies

 

Jeffrey Simpson, Vice President of Investments at AG Edward’s, talks about Four Steps to a Stronger Portfolio.At the April General Meeting, Jeffrey Simpson, Vice President of Investments at AG Edward’s, talked about Four Steps to a Stronger Portfolio. He emphasized the importance of starting to save early, so that time is on your side. Long-term stock holdings perform better than bonds and CDs. The Roth IRA was favored as a retirement funding vehicle.

Members who had expected a presentation on digital investing were somewhat disappointed, as Jeff focused primarily on strategies, adding that you can find much of your information on the Web, and particularly on Google.

Jeff has been with A.G. Edwards for the past 11 years and in the financial field for 17 years. The presentation was followed by a lively discussion by all participants.


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