November 26, 2019 – Women’s Money Group Workshop

How to Rebalance Your Investments Plus a Review of Investing Terms

Have you ever bought an investment fund and thought, “What am I supposed to do now?”

Maybe you watched it grow and considered buying some more given its swing up in value. Does it make sense to buy more when the price is going up?

Or perhaps you watched it decline in value and you wondered if you should sell it. Is that the right thing to do? If so, when should you sell? How much should you sell?

If, like so many people, you feel it’s all a gamble and you’d prefer to avoid investing altogether, you face a problem in the future: It’s impossible to save your way to financial security, let alone financial freedom. Growing your money by investing it is the most effective way to build the nest egg you need to protect yourself and to ensure a comfortable retirement.

Without investing, your money loses purchasing power due to inflation (i.e. the annual increase in the price of goods) and its growth is limited to the amount you can earn and save. For most of us, that won’t yield a fraction of the money we’ll need later on.

The thing is, there are so many questions about how to do it right. And we all know someone who’s lost money in the stock market. We don’t want to be that person!

Given these challenges, what should you buy and what should you do with the investments once you have them?

If you share any of these questions or concerns, I have great news for you: My guest at this month’s Women’s Money Group workshop, Nancy Graham, will walk you through the process of what to do with your investments once you have them, including how to rebalance the portfolio, and why that’s so important.

Nancy is a Portfolio Manager, CPA, and CFP (among other designations) with PWL Capital. She’s also one of only a handful of advisors I trust to deliver research-based, unbiased advice. She has extensive experience in the field and has worked for several years to educate the public about best practices for investing.

Here’s some of what we’ll cover:

– A review of investing terms you need to know, such index funds, stocks, bonds, and tax-sheltered accounts.
– The difference between active and passive investing.
– Your risk profile and how that factors into your investment choices.
– Key factors to consider when selecting your investments.
– How to rebalance your portfolio given the above.
– When, and how often, to rebalance.

You won’t want to miss this presentation!

For those of you who want to get your wheels turning before the workshop, here’s a YouTube video Nancy shared in which she considers how active investing has fared over the past ten years compared to passive investing.

Who can participate in the workshop?

All Women’s Money Group members can participate, either in person or live online via our livestream.

Are you new to the Women’s Money Group? No problem! You can join us as a first-time participant for only $30. If you’ve already attended a meeting, you can grab a General Admission ticket or become a member at our promotional price to receive ongoing benefits.

Now is a great time to become a member as we have a PROMOTION on at the moment: Save $100 on an annual membership (now $397, instead of $497) or save $10/month on a monthly membership (now $39, instead of $49). Use the following promo codes when purchasing a membership via the Women’s Money Group page:

–> Annual membership promo code: First150Annual
–> Monthly membership promo code: First150Monthly

Memberships are available here.  See the table on the WMG page for the long list of perks included in each membership level.

To reserve a spot for the November workshop, click on the link below.

More benefits of participating in our community:


– Finally get past your blocks, create a system that works, and achieve your goals with our help.

– Ask whatever you like in our no blame, no shame, no judgment zone.

– Get evidence-based answers you can trust, not a sales pitch.

– Hands-on experience through case-based learning.

– You’ll get support and follow up after the meeting through Q&A sessions via Zoom

Book your spot today and learn how to keep your investments working hard for you. See you on November 26th, in person or online!

Register Now