Rebalancing: An Act Of Courage

Rebalancing: An Act Of Courage
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
You must be registered and logged into view this replay
CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id:590244435
User rating
 
4.6 (45)

This presentation reviews the logic, mechanics and value in portfolio rebalancing and why judgments by an advisor can be important in making rebalancing decisions.

We’ll give you the talking points to explain the math of rebalancing, complete with illustrations of key concepts. We’ll quantify the performance edge achieved by systematically rebalancing a multi-asset portfolio over the past 46 years.

Dr. Craig Israelsen, who has taught graduates and undergraduates about family financial management for over two decades, will share his latest research study showing:


the mechanics of rebalancing

rebalancing versus not
rebalancing annually versus quarterly

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. Israelsen's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.


You can lead this webinar and all A4A webinars. Craig, Fritz and Bob share their slides and transcripts of all their webinars every month, giving you a one-hour transcript you can teach in your own webinars, seminars, and client meetings.


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


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.


View all user reviews

Average user rating from: 45 user(s)

To write a review please register or login.

Rating:
 
4.6
 
 

0 of 0 people found the following review helpful
Overall a very good presentation!
Rating:
 
4.0
Was this review helpful to you?
Yes No
whitmore Reviewed by whitmore
November 29, 2016

View all my reviews
Report this review
 
Last updated: November 29, 2016
 

0 of 0 people found the following review helpful
Excellent work and factuals to back up the presentation
Rating:
 
5.0
Was this review helpful to you?
Yes No
carl_macko Reviewed by carl_macko
November 29, 2016

View all my reviews
Report this review
 
Last updated: November 29, 2016
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
kirkl415 Reviewed by kirkl415
November 29, 2016
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: November 29, 2016
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
FFS Reviewed by FFS
November 29, 2016
Top 10 Reviewer
View all my reviews
Report this review
 
Last updated: November 29, 2016
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
markb918 Reviewed by markb918
November 29, 2016
Top 100 Reviewer
View all my reviews
Report this review
 
Last updated: November 29, 2016
 
 
View all user reviews