Don Phillips, managing director of Morningstar, Inc, makes the case against fad funds and shows evidence that slow, steady performers win the race. Making a case for funds that receive top grades in Morningstar's "stewardship" rankings, Phillips paid homage to financial planners for pushing fund companies to keep expenses low, avoid fads, and commit to less volatile long-term investment strategies that support buy-and-hold investors. He shows why a fund's total return is usually not as important as its investor return.
This webinar is approved for IMCA CE credit.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.
Want to boost your local search-engine ranking with thought leadership from Fritz Meyer, Bob Keebler, and Craig Israelsen?