Dividend Yield And Low-Cost Retirement Income Portfolios

Retirees are comforted by portfolios with high dividend yields, particularly during of periods of uncertainty.  Although dividend yield is important, it is secondary to asset allocation.

This webinar shows participants the performance statistics on differing dividend-oriented portfolios under various withdrawal strategies during the 73 rolling 25-year periods from 1926 through 2022.

Additional learning objectives:

• managing sequence-of-return risk
• what is a reasonable dividend yield in a retirement portfolio?
• what does a low-cost dividend-oriented retirement portfolio look like?
• current yield on a Vanguard dividend-oriented fund portfolio

Craig's course on A4A is about:

• the importance of including diverse asset classes in portfolio construction
• how to manage a broad group of asset classes in a low-expense portfolio using multiple ETFs or funds
• how to illustrate key portfolio management concepts to clients
• return and risk statistics of a core portfolio invested for the long run
• educating clients     

Who should attend: 

• Institutional Investment Plan Trustees
• Institutional Investment Consultants
• Investment Advisors
• Financial Planners
• Wealth Managers
• Financial Analysts
• Securities and Research Analysts

Craig L. Israelsen, Ph.D., has been a regular contributor to Advisors4Advisors since April 2009. He's a regular contribuor to AAII Journal. Prof. Israelsen has taught about family financial management at universities and is currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. He teaches classes toward earning a CFA charter. Craig provides a system to manage low-expense portfolios and educate clients on A4A.

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 your spam folder if you do not receive it.

Craig's course is eligible for CE credit towards CFP®, CPA CPE, as well as CIMA®, CPWA® certifications and PACE credit toward the CLU® and ChFC® designations.