Financial Poise
Personal Finance Investing 2019 - Basic Principles

Basic Investment Principles 101 – From Asset Allocations to Zero Coupon Bonds 2019

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:

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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

Panelists:

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Benoit J.P. Flammang

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

Christopher Cahill
Christopher Cahill

Mr. Cahill is Head of the Bankruptcy and Restructuring Practice Group at Lowis & Gellen LLP, in Chicago, Illinois. He guides secured lenders, creditors, debtors, creditors’ committees, potential purchasers and others through… Read More

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Michael Terrien

Michael S. Terrien is the founder and Managing Member of West Loop Financial LLC (WLF).  WLF is a registered investment advisor (RIA) committed to disciplined, evidence-based investing and personalized, comprehensive… Read More

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