Foreign Stock & Bond Effects; A Checkup For Low-Expense Portfolios

Foreign Stock & Bond Effects; A Checkup For Low-Expense Portfolios
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
Thu, 20. December 2018, 04:00 PM EST - 05:00 PM EST
Live CPA - 1 credit
Program Id: 311619075

The latest statistics measuring the portfolio effects of foreign investing.

Returns
Risk
Correlations
Styles, asset classes over rolling periods
Free Giveaway: Answers to three questions about foreign stock and bonds



Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

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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.

Join Craig Israelsen for the 9th Annual 7Twelve Portfolio Conference Aboard the Norwegian Getaway!

 


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