4.9-Star Reviews From Advisors For Annual Update Of Performance Characteristics Of Asset Classes

A4A’s 2019 update of performance characteristics of asset classes by Craig Israelsen, Ph.D., received rave reviews from dozens of advisors.

 

Craig Israelsen, Ph.D., has been teaching about asset class and portfolio characteristics for over three decades. He refines it every year. This year’s version of the class averaged a 4.9-star rating from attendees of the live session, conducted Jan 31, 2019. Craig organizes the class into multiple lessons, focusing on retirement investing and the effects of expenses, as well as the impact of broadly diversifying.

 

   REPLAY    

 

This was the first time Craig's seven-asset class model portfolios, representing 12 discrete styles, offered 20 years of history. Craig, an academic who has taught thousands of college students about family financial management, sells his models for $350 a year. Advisors can use Craig's models instead of much more costly solutions from TAMPS and custodians. Craig's research is integral to A4A's low-expense investing bias and strategic approach to continuing professional education curriculum about financial economics. (Fritz Meyer, a leading independent economist, has long recommended Craig's strategic asset allocation research.)      

 

Craig’s slides also give advisors the 93-year statistics on a four-asset diversified portfolio. The music video below shows the 70 slides in this continuing education class on A4A Jan 31, 2019 and available for 24/7 replays. CFP, CIMA, and other professionals receive free 24/7 credit with a membership to Advisors4Advisors ($10 a month). Keep in mind, CPA/PFS's receive credit for A4A’s live CPE classes, but not replays. If you want to use this kind of research in your marketing, a transcript of what Craig said, along with the slides Craig shows in this presentation are available here for $50 a month

 

Advisors rated this session with an average rating of 4.9 stars and wrote these rave reviews for this CE webinar:

 

  • Very informative to get this yearly update
  • Even though I've seen the 7/12 presentation I like it during different times to bear out its' effectiveness
  • OK
  • Excellent.
  • Excellent.
  • Excellent information
  • Always good.
  • The data was compelling.  I especially liked how he focused on explaining these concepts to real people
  • Fantastic.  Craig's ability to present complex data simply and intuitively is amazing.
  • Great
  • Craig provided some valuable overviews of the impact of reducing advisory fees in conjunction with reducing expense ratios on mutual funds/ETFs which is very helpful in understand how to save client's money. The descending chart starting at 200 bps and going down to 50 bps was excellent. Thank you. Also, the chart of returns for internal rate of return (IRR) for 50/50 bonds/cash, 100% cash, 100% stocks, etc. was a very valuable lesson in not getting too conservative (or too aggressive).
  • Great
  • Very good
  • Good.
  • Great job.
  • Good, can you show the model portfolio with and without commodities from 1980 to present?
  • Helpful
  • Always great and insight stuff
  • Excellent as usual.
  • Informative
  • Always get nuggets of helpful insight from Craig every time I listen.
  • Excellent presentation

This Website Is For Financial Professionals Only


A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP

Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp

Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific