Defining A Fiduciary-Level Of Diversification

At this session, Dr. Craig Israelsen will define the important dimensions of diversification in fulfilling the responsibility of a fiduciary.

The discussion is framed around analysis of four Vanguard portfolios over the past 16 years. At this session, Craig Israelsen will teach financial professionals about the:

• dimensions of diversification

• varying degrees of diversification

• performance variance of the four models over the past 16 years

• implications for investment fiduciaries

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.

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