Lessons From 46-Years Of Monthly Returns

Lessons From 46-Years Of Monthly Returns
Craig Israelsen
02/25/16 4 PM EST
CFP® Live CPA IWI
Program Id: 111877691
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Data on a broad spectrum of asset classes starts in 1970.

 

At this presentation, asset class performance is analyzed monthly and quarterly over the 46-year period from 1970-2015.

 

You'll learn the lessons it has taught investors in implementing portfolios for the long run, according to Dr. Craig Israelsen. 

 

This presentation helps advisors understand the seasonality of performance across asset classes, to see how portfolio characteristics change over different rolling periods and how to explain it to clients in words and pictures everyone understands.

 

Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig 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. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A. Israelsen's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

Purchase the slides for this presentation for $75 now.

This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE 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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