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WESST Rio Rancho TrainingLessons from a Vulcan: Why Spock’s Portfolio Does Better Than Yours

Investing Large

Join WESST Rio Rancho and Jay Soto, a financial expert with De Soto & Company, for this informative workshop that will help you take charge of your portfolio and make SMARTER financial decisions in both up and down markets.  Topics include:

  • What is behavioral finance?
  • How to objectively assess the risk landscape
  • The biggest behavioral challenges and how to overcome them 
  • Emotional biases (We all have them)
  • Scotty vs. Spock?  How to summon your inner Spock!
  • How to create a winning financial plan