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.
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
Benoit J.P. Flammang is a Family Office investor and a serial entrepreneur, currently focusing on Blockchain Fintech initiatives in the diamond industry. Ben spent the first five years of his career… Read More
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