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.
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