Basic Investment Principles 101 – From Asset Allocations to Zero Coupon Bonds

There are certain fundamental concepts and terms that every investor should understand. This webinar covers many of them. Some of the many covered: accredited investor; annuity; asset allocation; bonds (including zero coupon bond); capital gain; compound interest; defined benefit v. defined contribution plan; diversification; inflation; IRA (Traditional v. Roth); Modern Portfolio Theory; mutual fund; net worth; P/E ratio; stock; Prime Rate; rebalancing; registered investment advisor; umbrella insurance; whole life v. term insurance; yield.

Webinar Faculty

Moderator:

Christopher Cahill

Mr. Cahill is partner at Sugar Felsenthal Grais & Helsinger LLP, in Chicago, Illinois. He guides secured lenders, creditors, debtors, creditors’ committees, potential purchasers and others through bankruptcy cases, out-of-court workouts,… Read More

Panelists:

Arthur T. Doglione

Arthur is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Before… Read More

Jonathan Friedland

Jonathan Friedland is a senior partner in Sugar Felsenthal Grais & Helsinger LLP’s Chicago office. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading… Read More

Michael Karmin

To Mike, the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future. Whether helping retirees determine their goals… Read More

Relevant Articles:

• Money Basics Series – Part 1: How to Read Your Credit Report and Choose Bank Services
• Money Basics Series – Part 2: A Painless System of Budgeting
• Money Basics Series – Part 3: Debt Management and Credit Card Spending
• Money Basics Series – Part 4: Medical Debt and Overwhelming Financial Matters
• Money Basics Series – Part 5: Is Your Relationship Ready for a Joint Account?
• Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg