Performance Of Diversified Portfolios, 1970-2017

Performance Of Diversified Portfolios, 1970-2017
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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IMCA - 1 credit
Live CPA - 1 credit
Program Id: 729640595

Some inflection points change the likelihood of retirement success counter-intuitively.

Using historical data, this presentation examines annual growth and loss potential of various portfolios both during before and after retirement.


This presentation specifically examines the use of "alternative asset classes" in portfolio design. What to expect from multi-asset diversified model portfolios is explained, using the 7Twelve® Portfolio as a proxy for historical returns, as well as:

Major asset classes over the past 48 years
Rebalancing, pre- and post-retirement
Alternative assets
Single-asset investments
Balanced portfolios

Attendees will learn more about the historical (and, therefore, the anticipated) performance of various assets and the mathematics of retirement portfolio design, as well as the impact of multiple asset classes on portfolios and the importance of combining low-correlation assets.


 
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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, 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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Great information

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Super job again today by Craig. The tools offered to speak directly with clients in plain language are highly instructive. Craig's repetition of these tools and techniques is helpful to advisors who are paying attention. Particularly impactful is the slide which shows that the client might otherwise expect the advisor to be clairvoyant but for the advisor explaining that he/she cannot foretell the future. Thank you for your continued dedication!

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