Inflation And Asset Performance: A 92-Year Review

Inflation And Asset Performance: A 92-Year Review
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 918883211

After an 11.8% correction two weeks ago, stock prices roared back last week, making this the right time to examine the performance history of inflation and core asset classes through 2017.

At this class, the performance of individual asset classes and various portfolios are evaluated over low- and high-inflation periods over the past 92 years, giving professionals an important perspective on prudent portfolio management based on illustrations using the latest asset-class statistics.

With U.S. modern history as a backdrop, this one-hour webinar gives professionals the facts needed to build diversified, inflation-resistant portfolios for as little as nine basis points in annual expenses.


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
CFP® 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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(Updated: February 21, 2018)
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5.0

It was good.

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(Updated: February 21, 2018)
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5.0

Great!!

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(Updated: February 21, 2018)
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5.0

excellent - as always. Craig continues to demonstrate with real data (not fake news!) how a truly diversified long-term oriented portfolio delivers the return our clients need for their retirement.

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(Updated: February 21, 2018)
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5.0

I would again ask that one way or another the entire session take one hour including Andy's intro and the presentation and Q&A. Start at 4pm on the dot and let people know that is what you are going to do. Have the presentation start at 4:05 and last 50 minutes (like a college lecture) and Q&A for five.

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(Updated: February 21, 2018)
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5.0

Very well presented.

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