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The Shape Of The Recovery; Fritz Meyer, November 2020
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Post Election Tax Planning
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Craig Israelsen's November Webinar
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The Next 25 Years For Investment Markets
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RIA Regulatory Priorities & Inspection Deficiencies
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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
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Managing Capital Gains In 2020 And Beyond
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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth
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Lee Munson
02/17/12 4 PM EST IWIProgram Id: 763819760 3.2Average Attendee Rating Poor Average Excellent
What can advisors do when traditional asset classes correlate? Modern Portfolio Theory (MPT) teaches us to diversify across asset classes to achieve optimal portfolios. Why then, do most of us not believe it? Rather than throw out 60 years of modern thought, let’s understand what holds us back and how to solve it.
At this webinar we will:
• Present the major themes of Modern Portfolio Theory
• Explain why MPT is incomplete
• Look further into where MPT is actually incorrect
• Provide actionable steps advisors can take to address this correlation breakdown
Lee Munson, CFA, CFP is author of Rigged Money and founder, CEO, and Chief Investment Officer of Portfolio, LLC. Prior to that he was a Senior VP at Prime Charter, LTD and VP at Charles Schwab. His specialty is “managing risk, not pie charts.” Lee’s insights on risk management for RIAs have appeared in the Wall Street Journal, New York Times, and CNBC.
Note: This webinar is eligible for IMCA® CE credit.
More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.
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