Asset Class Performance Shifts Since 1970

How can advisors help clients better understand the seasonal shifts among prominent asset classes in their portfolio over long periods of time?

At this session, Craig Israelsen, Ph.D., an expert on strategic, low-expense, broadly diversifying portfolios for the long run examines:

• performance of major asset classes decade by decade from 1970  
• the efficient frontier by decade, revealing large fluctuations in where asset classes fall on the frontier over timer



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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.