Program Details
On Demand

Personal Finance & Investing Fundamentals 2.0: All About Asset Allocation

Content Partner:  Financial Poise
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Price: $175.00*

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This webinar series is intended for the investor who has a beginning to intermediate level of investing experience and knowledge. It assumes you know the difference between stocks and bonds, and the difference between investing in publicly traded stock and investing in a mutual fund that, in turn, invests in publicly traded stocks. It assumes further that there are good many things you do not know but which you are quite capable of picking up quickly. The series begins with fundamentals, such as
the concepts of alpha and beta and how to approach reading financial statements and financial journalism. The series then turns to look closely at certain alternative investment objects of
fascination: investment in VC/PE/HF (private equity, venture capital, and hedge funds) and investment in "hard" assets like real estate.

As with every Financial Poise Webinar, each episode is delivered in Plain English understandable to you even if you do not have any background in the subject. And, as with every Financial Poise Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes so that participants will enhance their knowledge of this area whether they attend one, some, or all episodes.

Episode #3
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.

Practice Areas:
Online Media Type: Audio
Production Date: 06/19/2019
Level: Basic
Category: Standard
Duration: 1 Hours, 2 Minutes
Online Format: On Demand

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing

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Jonathan Friedland - Sugar Felsenthal Grais & Helsinger
Randy Hardy - Vice-President and Principal, Clune & Associates, Chicago
Sang Lee - CEO & President, Darc Matter, New York
Arthur T. Doglione - Alpha Fiduciary, Deerfield
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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