Diablo Valley Villages Lunch 'n Learn
When
11:30 AM to 1:00 PM
Where
1010 2nd Street
Lafayette
Who can attend
Price
Organizer
Thursday, May 25, 2017
11:30 AM - 1:00 PM
Bond Investing Amidst Interest Rate Uncertainty
Presented by Andrew Parrot, CFA, Financial Advisor, Edward Jones
Held at: Merrill Gardens, 1010 Second St, Lafayette
Lunch provided graciously by Merrill Gardens. Space is limited to 30!
Most older adults tend to be risk adverse investors and will typically have a large proportion (or an increasing proportion) of their investments in bonds. Bonds typically fall in value as interest rates rise, so where does this leave you? What should you be thinking about? Join us to learn the answers to these questions:
•How necessary is it to hold bonds?
•What are the risks of investing in bonds?
•How will interest rates affect bonds?
•Where are U.S. interest rates headed?
Andrew is a financial advisor with Edward Jones in Walnut Creek. He has worked in financial markets for 16 years. He & his family moved to Lafayette from London in 2015.
RSVP by Monday, May 22, at Noon, or until the event is full. Please provide your name, phone number, and email address for registration.
This program is presented in collaboration by Diablo Valley Villages (Clayton Valley, Lamorinda and Walnut Creek Villages)