The correct concept of investment and financial management

On 11/23/2023,謝靜慧, former vice president of Cathay Investment Bank, was invited to give a speech to share the concepts and knowledge of establishing correct financial management. Establish good financial management knowledge and structure, and plan future financial goals. With an annual inflation of 2%, things will be twice as expensive in 35 years, so we must maintain our purchasing power or improve our quality of life through investment. There are two very important points in investing. The sooner you start, the better. It is important to continue investing. There are two very important points in investing. The sooner you start, the better. It is important to continue investing. When investing and managing money, you must first understand your risk tolerance. This is very important. You must do things within your ability. The worst thing about investing is "greed". Risks cannot be avoided, but they can be dispersed, so the concept of risk diversification must be learned. Is it better to make a regular quota or a single investment? Regular and continuous accumulation of results is the most important. The worst thing about investing is greed and fear. It is difficult to be accurate in grabbing low prices or chasing high prices, so the best option is to accumulate in the long term. When investing is for long-term planning, frequent buying and selling is not as good as continuous holding. With 30 years of experience as a fund manager and securities market, he provides students with knowledge they have never thought of and understood from different heights and perspectives. In addition to inspiring students' motivation and goals in learning financial mathematics, it also helps students gain a more important perspective on financial management in their future workplace life. In this event, all questions achieved a satisfaction rate of over 85%.

Implemented by Department of Mathematics
Date: 2023/11/23



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