Low-Expense Investment Management Resources
51-Year Asset Class History Class Draws Top Ratings & Reviews From Advisors
Professional education course description
Retirement planning illustration tool (2:21 demo)
Benchmarking Performance Of A Diversified Portfolio
Diversified portfolios of mutual funds and ETFs, by definition, include a variety of asset classes, such as domestic and non-US equity funds, fixed income, real estate, commodities, etc.
How do you benchmark the performance of the portfolio?
Clearly, the S&P 500 index is not the best benchmark because it is a 100% equity index.
Is there an index that would better represent a well-diversified portfolio? Yes, there is. Join us and find out.
This class equips financial professionals to teach consumers how to benchmark their portfolios fairly and can help advisors prevent pre-retirees from making the common mental mistake of comparing their portfolio to the S&P 500.
Craig Israelsen, Ph.D., began teaching this course about low-expense investing on Advisors4Advisors in April 2009. All his classes are archived for members to view.
For three decades, Craig has helped define best practices in managing portfolios. Since 1996, he publishes his research monthly in Financial Planning magazine. He's also been a longtime contributor to AAII Journal. Craig also has taught about family financial management at universities for over three decades. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University and teaches classes toiard earning a CFA charter.
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 folder if you do not receive it.
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.
The Impact of Asset Allocation On Retirement Income
Trade-offs in retirement using two popular withdrawal strategies. How much is withdrawn from a retirement portfolio each year is obviously influenced by the asset allocation of the portfolio, but just how much? And what are the trade-offs in choosing to build an aggressive or conservative retirement portfolio?
A4A members must log in to view the full article, which is reprinted with permission from the American Association of Individual Investors. © 2021.
Low-Expense Investing Course By Craig Israelsen
This learning objective of this monthly series of classes by Craig Israelsen, Ph.D., since inception in April 2009, is to teach professionals advising clients on tax, financial and investment planning how to build low-expense broadly diversified core-portfolios, applying modern portfolio theory statistical techniques and quantitative financial economic analysis.
Although each class teaches a solution to one of a broad array of investment problems practitioners face every day, the main point of each class targets fiduciary practices on designing broadly diversified core portfolio models for 10-basis points, employing indexes and ETFs, and earning fees for personal tax and financial planning services, or specialized investment advice.
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Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate