Asset Class Performance Shifts Since 1970

Asset Class Performance Shifts Since 1970
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 575193427

How can advisors help clients better understand the seasonal shifts among prominent asset classes in their portfolio over long periods of time?

At this session, Craig Israelsen, Ph.D., an expert on strategic, low-expense, broadly diversifying portfolios for the long run examines:

performance of major asset classes decade by decade from 1970  
the efficient frontier by decade, revealing large fluctuations in where asset classes fall on the frontier over timer




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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.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the 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
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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5.0

Very Informative

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5.0

Interesting view of long term performance

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Ok

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5.0

Multi-Asset Portfolio after inflation of 5.30% over 49 years is a reasonable place to start a financial plan today.
I usually use 5% with 2% inflation or 6% with 3%inflation.

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