Let's Do the Twist
Please register for "Let's Do the Twist" :
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Portfolio questions abound. Can we increase our return by selling better? Is there a cost of not selling? Does time horizon matter? Join us as we explore a twist on BI methods and look at how to think about selling to help us improve our results. Avi will also share some lessons learned and some of his personal rules.
This class is part of a series of classes covering portfolio ideas and is designed with the experienced investor in mind.
Avi was honored as the recipient of The George A. Nicholson Jr. Distinguished Service Award in Investment Education in May 2016.
Avi works with many chapters, including West Texas, Alaska, New Jersey, Inland Empire, Northern Lights, and others. Avi served as a founding Director of the BetterInvesting Volunteer Advisory (BIVA) Board.
Avi lives in New York City and in his spare time, Avi is a certified public accountant with his own practice in New York City.