Major asset classes in low-inflation periods behave different from times of high inflation. While everyone knows gold is an inflationary hedge, the performance history of other asset classes in times of high and low inflation is less well-known.
At this session, Dr. Craig Israelsen, who has taught about family financial management to graduate and undergraduate students for over two decades, teaches advisors about this crucial issue affecting long-term investors, including:
• Various reviews of inflation rates in the U.S. over the past 46 years
• Measures of performance of major asset classes during periods of low and high inflation
• An evaluation of the performance of model portfolios during periods of low and high inflation
Craig now shares the monthly slides and transcript of his A4A webinars, giving you a scripted one-hour class you can teach in your own webinars, seminars, and client meetings.
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. He's taught thousands of students about family financial management for over two decades. 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. Israelsen's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.
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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