Performance Of Retirement Income Portfolios Over Varying Time Periods

Dr. Craig Israelsen, an expert on index investing, evaluates the performance of various model portfolios over different long-term periods to show investment professionals implications of decisions in designing portfolios as part of a retirement income plan.

Israelsen’s model portfolios are implemented by advisors for as little as 23 basis points using ETFs and passive instruments. This allows advisors to create a core portfolio based on Modern Portfolio Theory and broad diversification.

Instead of paying for expensive money managers with layers of fees, a professional can execute trades and rebalance using Israelsen’s models and provide a client with financial planning or specialized advice and still charge less than 1%.
 
Here’s a sample above of what Israelsen tealks about this session. To hear the entire session, log in if you are a financial professional or click join.
 
Average rating: 4.7  
 
Comments:
Great webinar, but the topic and materials were identical to the "7-12" webinar from a few months back. 
I really appreciate Craig's clear & simple explanations of this complex topic.
great supporting data
GREAT!
Excellent analysis of the effects of diversification on sustainable withdrawal rates! Thanks Craig and Andy.
excellent
Great
Great info!
Excellent
Flawless.
Very good, very helpful.
excellent
great webinar
Love Craig !!
Took a little too long covering what we could already see in front of us
Craig's style is informative & well-paced.  Very thorough without being overwhelming.
THIS WAS GREAT
Very good. 
Affirming.
Very enjoyable. Especially liked the part about portfolio sin both rising and declining interest rate environments. I think that may be a stumbling block for many these days
I thought it was good, but it would be much more compelling if Craig made adjustments for lower bond yields.   He did go back and show us periods with rising interest rates but clients can't afford to wait 34 years to get a 4% bond return.
Outstanding
As Andy said, some of the slides Craig presented today were very clear in illustrating the concept of diversification over many asset classes. Craig hit the nail on the head when he said that some clients (especially impatient ones) are looking for quick and fast results and that the advisor must educate them about these concepts. I agree that the Twitter age has made everyone think in fast motion instead of the slow motion required for the 7/12 portfolio to work properly. Thanks!
Again, very good
Presented a compelling case for diversification and avoiding market timing.

 

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