Dr. Craig Israelsen will tell you why this correction was about as surprising as a hurricane hitting North Carolina. Craig Israelsen is one of the most published academics on index investing and asset allocation. His research on Modern Portfolio Theory provides the backbone for a professional practice for fiduciaries.
Guest speaker Craig L. Israelsen, Ph.D. has provided a scholar’s research to practitioners monthly in Financial Planning Magazine for over a decade, earning renown among independent financial professionals. He is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. He's taught thousands of students about family financial management for over two decades. He is a founder of the 7Twelve Portfolio, and author of "7Twelve: A Diversified Investment Portfolio with a Plan." Purchase this presentation for $75 now. He has partnered with A4A since 2009, and is an Advisor Products content partner.
7Twelve Conference - November 2015
This webinar is NOT eligible for CE credit.
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Not much comment on "Special Market Coverage" as was advertised. Just a recap of his 7/12 model.
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Go one for the times
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Andy and Craig, thank you for your enthusiasm and energy in bringing this very timely and critical information to member advisers at A4A. You are providing a valuable service and this all helps to focus, as an adviser responsible for client investments, on the big picture and not get lost in the weeds. I particularly enjoyed Craig's discussion of age-based 7/12 portfolio with a heavy weighting towards cash for age 70+ as well as the discussion of satellite positions in 7/12. Please keep up the good work.
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I have read Craig's work in the past; was expecting a topical conversation.
A4A is a news and professional education solution for a fiduciary who:
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