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.
Very Informative
Interesting view of long term performance
Ok
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.
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?