Talking With Clients About The Next Bear Market

Heightened fear of a recession makes it wise to prepare to talk with clients about what a bear market might look like. This is a lifeboat drill!

You'll leave this session with the key points for talking with clients about the risk of a bear market right now -- what the next bear market might be like for them. Bracing for the worst is what financial planners do, in the hope it's all for naught.

Craig Israelsen, Ph.D., who has published monthly articles in Financial Planning about low-expense portfolio design for 22 years and taught thousands of college and graduate students about family financial management, reviews performance and portfolio characteristics over the past 49 years of financial history, covering the:

• performance of a multi-asset portfolio during bear markets
• historical correlations of asset classes
• best defense against bear markets
• illustration of savings to clients on low-expense portfolios


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Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.