A12: Investment Asset Allocation: Balancing Financial Risk - 6 units 
Thomas Grzymala               
Mon. 11:00 a.m.–12:30 p.m. - Sept. 15, 22, 29, Oct. 6, 13, 20       
Senior Center, Limit: 30

Mr. Grzymala is a Certified Financial Planner who, in 1987, founded Alexandria Financial Associates Ltd, a fee-only financial planning and wealth management firm. Upon its sale in 2003, the firm managed 165 portfolios worth approximately $100 million. He was also an adjunct professor for Florida Tech extension, teaching investment portfolio design and management to potential CFPs.

This course is designed for persons familiar with investing basics and will focus on asset allocation in uncertain economic times. Topics will include investment vehicles, basic types of transactions, investment plans, types and sources of investment information, liquidity needs, risk and return, stock valuation, bonds, preferred stocks and convertibles, mutual funds, portfolio construction, asset allocation and performance measurement.

Discussions about current economic and investment issues will be held and students are encouraged to bring “food for thought” to class. Significant articles currently appearing in The Wall Street Journal, Barron’s, Business Week, The Economist and other periodicals also will be discussed, time allowing. Internet-available investment tools will be explored and explained and Internet fluency is desirable.

Suggested Reading: Stocks for the Long Run; Jeremy Siegel, 2002: McGraw-Hill; The Economist; Fundamentals of Investing; Lawrence Gitman and Michael Joehnk, 1996: Harper Collins.