The Camden Public Library’s Brown Bag Lunch series continues at noon on Friday, May 25, with “A Balanced Portfolio – How to Select Stocks to Suit Your Needs.” The May 25 presentation will be the final brown bag lunch in the seires and will be aimed at novice investors to plan investments and budgets. The series is supported by a grant from FINRA, the nation’s financial regulatory agency. The program will be presented by three members of the investment education group, Better Investing: Pat Jones, Lowrie Sargent, and Rosemary Weymouth.
Learn why a balanced portfolio is important for your financial health. Explore the various components of a balanced portfolio and understand how those components may change over time as your needs and the markets change.
This program for the novice investor will consider why we invest, understanding our investment needs, identifying our expectations, considering a variety of investment vehicles and locating sources of information about stock investments. This program is supported by FINRA and Better Investing to provide information about the world of investing to Maine residents.
The grant also enables the library to offer a newsletter on financial planning and related local events and to offer Quicken Premier software. The Quicken package will be made available to all participants in the Brown Bag Lunch Series for free. The goal of the library is to create a financially literate community and to make online financial tools more accessible to library and community members.