“To Bond or Not to Bond” - Personal Investing in Bonds

“To Bond or Not to Bond”

Speaker: Thomas Wargin, president, Liberty Financial Group Inc.

Thomas Wargin of Liberty Financial Group Inc. will lead a presentation and open discussion about the current bond market. We will try to determine how to invest in bonds (or whether we should!) given certain assumptions about the next year and the sort of bond funds, munis, exchange-traded funds (ETFs) and closed-end funds (CEFs) that have the portfolio characteristics that would work well given the assumptions.

The meeting will be held in the Brookfield City Hall Senior Center on Wednesday, March 23 starting at 6:00pm..  It is free and open to the public.

Thomas M. Wargin is president of Liberty Financial Group Inc. and carries the designation of certified financial planner (CFP) from the Certified Financial Planning Board of Standards in Denver. He is also a Chartered Financial Analyst (CFA) designee and maintains his insurance license for consulting purposes.

As a registered investment advisor (RIA) representative and portfolio manager, Mr. Wargin currently manages funds for LFGI clients. He uses a value-oriented, contrarian approach coordinated with the client’s risk tolerance and financial goals in a simple, common-sense style. Tom is a member of the CFA Institute and an active member of the Financial Planning Association. He has been quoted in many local and national financial and investment publications. In 2010, he was among the 7% of wealth managers in the Milwaukee area to be named a 2010 FIVE STAR Best in Client Satisfaction Wealth Manager in a Milwaukee Magazine survey.

The event is sponsored by the American Association of Individual Investors - Milwaukee Mutual Fund Group.  AAII is a national non-profit organization dedicated to helping individuals learn to manage their own finances and investments.