Diversification: How Much Is Enough?

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.

After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.. Check spam and junk folder if you do not receive it.
 

This webinar is eligible for CFP® CE, PACE credit toward the CLU® and ChFC® designations, one hour of CE credit towards the CIMA® and CPWA® certifications and live CPA CPE credit.