Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

PERSONAL FINANCE & INVESTING FUNDAMENTALS 2.0 - 2019


More About Stocks

Premiere Date: 07/24/2019 2:00pm

Personal Finance and Investing - More About Stocks

Investing in the stock market is easy. Doing so successfully is not difficult, depending on your definition of success. But you can also lose your shirt if you are reckless. How do you decide whether to buy stock in a particular company? How do you decide when to sell? How do you construct a portfolio of stocks? What about shorting a stock? Or buying on margin? Or trading in options. This webinar provides a broad introduction into the basics of investing in the stock market.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.


All About Asset Allocation

Premiere Date: 06/19/2019 2:00pm

Personal Finance and Investing Fundamentals 2.0 - All About Asset Allocation

Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, alternative assets, and cash. The particular asset allocation that works best for an investor at any given point will depend largely on the investor’s time horizon and risk tolerate.

By investing in a mix of different asset classes which tend to have investment returns that rise and fall under different market conditions (that is, which are non-correlated to each other) within a portfolio, an investor can protect against significant losses. In other words, market conditions that cause one asset category to do well often cause another asset category to have average or poor returns. By investing in more than one asset category, you’ll reduce the risk that you’ll lose money and your portfolio’s overall investment returns will have a smoother ride.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.


How to Read Financial Statements and Financial Journalism

Premiere Date: 05/22/2019 2:00pm

Personal Finance and Investing Fundamentals 2.0 - Financial Statements and Financial Journalism

Journalists — financial and otherwise — are not paid to compare carefully the strongest pro- and con- arguments of a proposition. Strong incentives push journalists toward producing loud click-bait. There is no day of reckoning for their views, as there is for investors who do as suggested. Readers, for their part, tend to click what confirms their own biases. How can an investor separate the wheat from the chaff in financial journalism? How can an investor look at the financial statements of a potential investment and decide for herself what the numbers mean? These are the topics for this webinar.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar meaning that you do not have to view the other webinars in the series to get a lot out of it.


Alpha, Beta & Other Key Concepts

Premiere Date: 04/24/2019 2:00pm

Personal Finance and Investing Fundamentals 2.0 - Alpha, Beta, and other Key Concepts

You buy some stocks, the market goes up (or down) and your stocks do too. How much of the move of your stocks is due to your savvy as a stock picker (this is alpha) and how much is due to the rise in the market generally (this is beta)? And if you used the advice of an advisor, how much in fees did you pay? These and other basic questions about stock market investing and related topics are the subjects for this webinar.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.