Inflation, Returns, And Portfolio Management

Inflation, Returns, And Portfolio Management
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 366768331

No one knows exactly how inflation will affect portfolios over the next five or 10 years. But you can get a clear idea of what to expect by examining how asset classes behaved in periods of high and low inflation.

At this session, Prof. Craig Israelsen, a portfolio design expert, examines inflation since 1926, focusing on asset-class performance and portfolio returns during high and low periods of inflation since 1970.

With interest rates on the rise again after declining for decades, Dr. Israelsen shows the correlation between inflation and interest rates from 1948-2016 and reviews performance of individual asset classes and a multi-asset portfolio over periods of rising and declining interest rates.


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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, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


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
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5.0

Excellent review of inflation and returns and guidance for portfolio management

A very comprehensive review of the topic. Message came across very clearly. Will help me greatly in managing my clients porfolios. Thank you, Dr. Israelson!

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5.0

very good. I think I will order the slides

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5.0

Thought provoking

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