Where to Invest Today

Week 4 | M, Tu, W, Th, F | Hultquist 201B | Ages 21 and up

Summer is a great time to review your portfolio as markets generally slow. In this class we will look at where markets are and assess different U.S. asset classes and sectors of the market for investing opportunities. Whether individual securities or funds, private opportunities or the newest trends, each day we will look at how to analyze investments and suggest ones that look attractive today. We will conclude with how to use these to build the most successful investment portfolio.

Class Times

Liz Miller

President, Summit Place Financial Advisors, LLC, providing investment management to families that have outgrown a mass-market approach. Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). B.S.,The Wharton School, U of Pa; M.A., Columbia Univ. Board of Directors CFP Board; past board CFA Society NY (NYSSA). Editorial advisor for Trusts & Estate Magazine. Regular guest in the media including MarketWatch, Reuters and Bloomberg.

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What to Expect
  • Advance registration strongly recommended
  • Please allow time for check-in when you arrive at your class location
  • Plan your entire Chautauqua experience at chq.org