27 Principles Every Investor Should Know

Steven J. Atkinson, Managing Director of Advisor Relations at Loring Ward, has been helping investors and advisors become more informed for over 22 years. He has talked with investors from nearly every state and is always on the pursuit of uncovering the latest information and better ways to help families reach their goals. Steve is a Certified Fund Specialist, co-author of The Wealth Solution, and a frequent contributor to Loring Ward's blog. He frequently speaks on behalf of wealth management firms across the country at client educational events. Steve lives in Omaha, Nebraska where he and his wife follow their three daughters as they pursue their soccer dreams. Dan Roam is the author of five international bestselling books on business-visualization which have been translated into 31 languages. "The Back of the Napkin: Solving Problems with Pictures" was named by Fast Company, The London Times, and Business Week as 'Creativity Book of the Year.' Dan's newest book, "Draw to Win" was just published by Penguin Portfolio, and debuted as the #1 new book on amazon.com in the categories of Business Communications and Sales and Marketing. Dan has helped leaders at Google, Microsoft, Boeing, Gap, IBM, the US Navy, the United States Senate, and the White House solve complex problems with simple pictures. Dan and his whiteboard appear frequently on CNN, MSNBC, ABC, CBS, Fox, and NPR.