The Coronavirus Crisis, Managing Cash, And Rebalancing

With the coronavirus spreading fear, members are invited to submit their questions in advance about the recent plunge and how it's affecting strategic portfolios.

The principal topic is the value of cash holdings in a diversified portfolio over nearly 100 years, with a focus on the past two decades.

In addition, the outcome of rebalancing a multi-asset portfolio during bear markets over the past 20 years will be examined.


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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.