This webinar series is intended for the investor who wants to reduce “unknown unknowns” of investing. First, a refresher on asset allocation and portfolio theory, i.e., how to array your investments to produce reliable returns over time and temper potential losses. Then two episodes on the “why?” of investing – the goals one pursues, such as financing family events, retirement, and the fate of your assets when you meet your Maker or Makers or fade to black or whatever. Tax and legal and investment professionals have their uses, but you get more from them when you know what questions to ask and what information to insist on receiving. The final two episodes turn topical, taking up special topics, including options and private securities (as well as public securities).
Produced on June 19, 2018 at 2:00 p.m.
Produced on July 17, 2018 at 2:00 p.m.
Produced on August 14, 2018 at 2:00 p.m.
Produced on September 25, 2018 at 2:00 p.m.
Produced on October 23, 2018 at 2:00 p.m.