What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!

What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 286989595

This webinar shows advisors how to explain why "total" market index funds -- equity and bond -- are outperformed by advisors investing in individual funds.
 
The performance advantage is far more significant in stocks than in bonds, but overall the convenience of total market indexes does not justify their under-performance compared to investing in individual funds that target specific asset classes.

Prof. Craig Israelsen, a portfolio design expert, shows professionals how to illustrate this competitive advantage, which has grown more important as low-cost solutions confuse investors seeking financial planning and investment advice.



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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 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 Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 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.

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(Updated: July 19, 2017)
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(Updated: July 19, 2017)
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5.0

Excellent.....loved it!

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(Updated: July 19, 2017)
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3.0

I was disappointed in the lack of multiple periods of illustration. It was based on a single 18 year period that I thought was data mining. Overall the message I received was build your own indexes based on equally weighting it will give more return than a capital weighting based index.

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(Updated: July 19, 2017)
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(Updated: July 19, 2017)
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3.0

This webinar was too long and the last half hour was unproductive. The fact that total market indices appear to underperform there subcomponents is interesting, but there was no attempt to answer the important question of why this occurs. Without knowing why it is hard to know how likely this trend is to persist.

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