Foreign, Commodities, Fritz Meyer And MPT

Event

Foreign, Commodities, Fritz Meyer And MPT
Title:
Foreign, Commodities, Fritz Meyer And MPT
When:
Thu, 28. March 2019, 04:00 PM EST - 05:00 PM EST
Category:
Webinars
Created by:
Ben Resnik

Description

At this session, Craig Israelsen, Ph.D. reviews the performance of a broad array of asset classes, with a focus on the performance of non-US equity and commodities over the past two decades.

At this class, Craig also examines the strategic impact of Fritz Meyer's point of view on foreign equities and commodities, plowing new ground in their collaboration to the benefit of A4A members.
 
The variation in performance among developed non-US equities, small- and mid-cap non-US equities, and emerging-market equities and the variation among commodity indexes are analyzed.

Performance analysis of different types of non-US stock equity, both index-based and actively- managed
Performance analysis of various commodity indexes and the funds that track them
• "Natural" variation in performance of asset classes representing a diversified portfolio

 

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.


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 for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

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

 

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 of consumers as well as fiduciaries enrolled in our classes.

 

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