Webinars

Most "balanced" funds are not broadly diversified because they are based on an outdated model which typically employs only two assets: U.S. large stocks and U.S. bonds. News flash: it's not 1959 anymore and we can do better.

In this webinar, you'll learn:

• Differences in performance of major asset classes over the past 41 years
• Diversifying for outperformance and better risk management
• Why wide diversification is even more important in volatile markets
• Multiple mainstream asset classes to consider in a diversified portfolio

Guest speaker Craig L. Israelsen, Ph.D. is an associate professor at Brigham Young University and one of the foremost academics in the field of indexes and passive investing. He is a principal at Target Date Analytics, designer of the 7Twelve Portfolio, and author of “7Twelve: A Diversified Investment Portfolio with a Plan.”

Note: This session has been approved for CE credit by the CFP Board of Standards for CFP® professionals and via IMCA® for CIMA®, CIMC®, CPWA® certifications. To receive IMCA® credit, please complete and submit this form after viewing the live webinar or the recording.

CFPs® must pass a quiz after viewing the recording and self-report credit at www.cfp.net. CFPs® who attend the live webinar will have their credit processed automatically.