Foreign Stock & Bond Effects In Low-Expense Portfolios

Event

Foreign Stock & Bond Effects In Low-Expense Portfolios
Title:
Foreign Stock & Bond Effects In Low-Expense Portfolios
When:
Thu, 20. December 2018, 04:00 PM EST - 05:00 PM EST
Category:
Webinars
Created by:
Ben Resnik

Description

The latest statistics measuring the portfolio effects of foreign investing and the value of diversifiers and fixed Income.

Risk and return measures of 12 key ingredients in a strategically diversified portfolio over the past 21 years
Focused attention on the effects of foreign ingredients
Overall risk, return, and correlation measurements for a portfolio that starts with one asset class and progressively grows to include 12 asset classes
The importance of "brakes" in an "engine-based" portfolio
A decade-by-decade review of risk and return of core asset classes and which components reduce volatility and downside exposure



Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

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Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.

Join Craig Israelsen for the 9th Annual 7Twelve Portfolio Conference Aboard the Norwegian Getaway!

 

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

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We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

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