How much diversification is optimal?

At this class, Craig Israelsen, Ph.D,:

• reviews portfolio diversification over 20 and 50 years
• analyzes tradeoffs between performance and risk control in portfolios of varying levels of diversification
• evaluates the types of asset classes that provide the most helpful diversification (using equity as the baseline starting point)

Craig Israelsen, Ph.D., teaches A4A members monthly about low-expense investing. For three decades, Craig has helped define best practices for managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for nearly a decade. Craig's taught family financial management at universities for over two decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.

If you're paying a TAMP or custodian to manage portfolios, Craig's monthly A4A classes will show you how to lower your fees and build a practice that's better for your clients and you.

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