Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

All About Asset Allocation


Personal Finance and Investing Fundamentals 2.0 - All About Asset Allocation

Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, alternative assets, and cash. The particular asset allocation that works best for an investor at any given point will depend largely on the investor’s time horizon and risk tolerate.

By investing in a mix of different asset classes which tend to have investment returns that rise and fall under different market conditions (that is, which are non-correlated to each other) within a portfolio, an investor can protect against significant losses. In other words, market conditions that cause one asset category to do well often cause another asset category to have average or poor returns. By investing in more than one asset category, you’ll reduce the risk that you’ll lose money and your portfolio’s overall investment returns will have a smoother ride.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.

Principal Audience: Investors, Attorneys and Advisors, Business Owners and Executives

Partner: ChamberWise, Financial Poise, West LegalEdcenter

Meet the Panel:

Jonathan Friedland

Jonathan Friedland, a senior partner with Sugar Felsenthal Grais & ...

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Randy Hardy

Randy Hardy

Randy Hardy is a Vice-President and Principal of Clune & ...

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Sang H. Lee

Sang H. Lee is the CEO and co-founder of DarcMatter, ...

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Arthur T. Doglione

Arthur is an industry veteran with more than 20 years’ ...

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