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


Alternative Assets Part 2: Investing in Real Estate and Other “Hard” Assets

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

It is said that real estate and gold are “hard” assets that can insure against inflation or instability, and which do spectacularly well sometimes. But, over time? What role should hard assets play in a portfolio? How is investing in hard assets better or worse than investing in derivatives of hard assets, like futures contracts on gold or platinum?


Alternative Assets Part 1: Investing in Venture Capital, Private Equity, and Hedge Funds

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

VC and PE and Hedge Funds: How are these investment modes distinct from each other and from other investment vehicles? Are they for you? This webinar explains how such “alternative assets” may make sense for you, depending on your overall portfolio.


How to Read Financial Statements and Financial Journalism

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

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.


Alpha, Beta & Stock Picking

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

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.