When Is It Best To Invest? A Review Over 37 Years

When Is It Best To Invest? A Review Over 37 Years
Craig Israelsen
09/27/17 4 PM EST
Live CPA IWI
Program Id: 352816651
3.5
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In which month of the year is it best to invest?
 
Based on the average performance of seven core asset classes over the past 37 years, Craig Israelsen, PhD., demonstrates whether one month of the year is better to invest than others. In addition to individual asset classes, he reviews the average performance of a multi-asset portfolio during each month of the year to see if it matters to advisors investing in broadly diversified portfolios and which month is best.

More importantly, Craig reviews which month led to the best performance for broadly diversified portfolios, before and after adjusting for inflation, over the past 19 years, as well as an analysis determining the best month to rebalance.


To collaborate with Craig deeply, request a This email address is being protected from spambots. You need JavaScript enabled to view it..


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. 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.

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

                                                        
8th Annual 7Twelve Conference, November 10-11


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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(Updated: September 26, 2017)
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5.0
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(Updated: September 26, 2017)
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4.0

Nice work by Craig

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(Updated: September 26, 2017)
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5.0

Very impressed with Craig. Many insights and great nuggets.

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(Updated: September 26, 2017)
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4.0

Good presentation

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(Updated: September 26, 2017)
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3.0

OK, wasn't Craig's best. Not much to use.

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