Take Me Out To The Ball Game!

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Stephanie Cooper of Adam Financial Associates; Mike Matthews, Senior Research Analyst at Financial Trust Asset Management; Lisa Marsden, Chief Operating Officer/Chief Compliance Officer at Financial Trust Asset Management; and Rachael Grattan of Adam Financial Associates, at Marlins’ Park for the Marlins-Yankee Game

Stephanie Cooper and Rachael Grattan were at the ball game Tuesday night to see the Miami Marlins play the New York Yankees, in an event sponsored by the Financial Planning Association of South Florida.

But the evening wasn’t all fun and games. Before the Marlins took the field, Stephanie and Rachael attended a presentation by Daniel J. Braz, CFA, of State Street Global Advisors, who talked about ways to combine active and passive investment strategies when managing portfolios.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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