In the final installment of this year’s You and Your Financial Future Series, sponsored by the Newton Free Library, the topic of discussion was “Diversification and Managing Your Portfolio.”
Vantage Point Financial president and founder David Griswold served as both panelist and moderator of the seminar. He used his knowledge of the financial industry and investments to contextualize the program. The other two panelists were Aaron Stevens and Dr. Zvi Bodie. Mr. Stevens discussed how to make smart financial choices to achieve your retirement and other goals. Dr. Bodie focused on balancing the risk of your portfolio with your financial goals.
Dr. Griswold has participated in the You and Your Financial Future Series for two years. The program seeks to educate Newton residents on a variety of important money-related topics.