How Long Is The Long-Run?

How Long Is The Long-Run?
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
Live CPA - 1 credit
Program Id:991227259
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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 pending eligibility for
IMCA® CE credit
and it is eligible for 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 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.

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