Commodities Funds & ETFs Tips & Traps For Professionals

Commodities Funds & ETFs Tips & Traps For Professionals
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 914796491

Commodities funds and ETFs play a key role in diversifying a low-expense portfolio but not all of them are alike. 


This class reviews the role commodities played since 1970 in a diversified low-expense portfolio. It's a reminder of the long-term risks and rewards of this unique asset class. 


Drilling deeper, Dr. Craig Israelsen also explores the wide variation in the performance and characteristics among mutual funds and ETFs invested broadly in commodities. Performance of 16 commodities securities products is reviewed for the eight years ended December 31, 2017. The results may surprise you, and, at this pivotal point in the economic cycle, help you avoid a bad outcome.



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.


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


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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Good info!

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5.0

Simply - awesome! If one were to do a search & learn about commodity funds, it's an instant head ache. You provided the aspirin this afternoon.
With commodities getting quite a bit of ink lately, performing very good in 2018, it would be great to get a YTD performance. Thank you gentlemen

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Very good

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