Advisors4Advisors

Event 

How Long Is The Long-Run?
Category:
Financial Advisor Webinar Series
Title:
How Long Is The Long-Run?
Presenter:
Craig L. Israelsen, Ph.D.
Company:
7Twelve Portfolio
When:
04/27/17  4:00 PM EST - 5:30 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:991227259
Event rating:
User rating
 
4.8 (57)

Description

How long does it take to achieve the long-run return?

Learn the answer at this webinar.

Dr. Craig Israelsen shows the characteristics of major asset classes and multi-asset portfolios from 1926 to 2016 to see how long it really might take to achieve a long-run return.

Holding periods ranging from five years to 35 years are evaluated, as well as risk metrics and nominal versus real returns. Practitioners will come away with a refreshed understanding of how portfolios behave based on the latest data covering the last 91 years.


Breaking news coverage: Please join us after Dr. Israelsen's session at 5pm EDT today where we'll have independent economist, Fritz Meyer, and Robert Keebler, CPA/PFS, an educator of legal and accounting professionals, who'll each be speaking for 10 minutes at a special A4A session to address President Trump's proposed tax reform.

As an A4A member, your firm is eligible for a free license to the script and slides for this webinar with a free trial of Financial Advisor Marketing Engine 3.0. Don't forget to click on the link in the confirmation email we will send. (One free presentation per firm, please.).


Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A.


This webinar is
eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.



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spike@4321 Reviewed by spike@4321
April 26, 2017
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Last updated: April 26, 2017
 

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Bernardj31 Reviewed by Bernardj31
April 26, 2017
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Last updated: April 26, 2017
 

0 of 0 people found the following review helpful
Craig presented some very interesting information about LT returns. Very thought provoking. Thank you!
Also appreciated Fritz's perspective on the proposed tax cuts.
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karend303 Reviewed by karend303
April 26, 2017
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Chastaylor Reviewed by Chastaylor
April 26, 2017

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0 of 0 people found the following review helpful
Craig's part of the webinar was excellent!
Robert was excellent! He gave us the facts as he understood them and how we as advisors could prepare for the possible changes.
Fritz on the other hand gave us unmitigated opinion as to why this will not happen. Not only why it will not but why it should not. He dealt in projections many of which are highly partisan. He was prepared to argue why this should not happen. I hope from now on, he can stick more to the facts rather than his own opinions!
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rwilgos Reviewed by rwilgos
April 26, 2017
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