Key Concepts To Help Clients As 2024 Begins; Craig Israelsen, December 2023

This class is about key concepts financial professionals can leverage to promote client financial wellness and self-care as a new year begins.

If the bombardment of financial economic news and propaganda are making it hard to focus on what’s important, this class will bring you back to the most important concepts for retirement success.  

A tour de force on portfolio design for fiduciaries enables attendees to answer key concepts clients need to know, including:   

• What does diversificationreally imply? 
• Are 500 stocks enoughin the US equity sleeve?
• What is the impact of portfolio cost to the client?
• How long is the “long-run?”
• Portfolio return versus Investor contribution rate—which is more important?
• Should every portfolio have “engines” and “brakes?
• How often should clients rebalance?
• With Fed funds in mid-December 2023 near a 20 year high, how can advisors help clients avoid overreacting?

You'll learn 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     

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, and has taught monthly on A4A for a decade. He also contributes regularly to AAII Journal, one of the nation’s largest individual-investor-funded information resources with a history of intellectual integrity. 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, teaching classes toward earning a CFA charter. Published monthly in Financial Planning magazine for 25 years, Craig has a documented history for providing a sustainable system for advisors to manage low-expense portfolios.

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