Deconstructing The S&P 500 By Sectors And The Index's Changing Risks

Craig Israelsen
09/24/20 4 PM EST
Live CPA IWI
Program Id: 769667795

At a moment in financial history when performance of major U.S. stock indexes is heavily weighted by FAANGM, the objective of this class is to give practitioners a better understanding of industry sector performance and hidden risks to diversified portfolios.

At this class, the risk, return and statistical characteristics of the S&P 500 over the past 16 years are compared to the index's 11 component industry sectors.

In deconstructing the broad market into its component sectors, you'll also learn how to build portfolios for your clients using 11 low-expense sector ETFs, enabling:
• better performance than the typical S&P 500 index
• a "modular" S&P 500 that allows withdrawals from the best-performing sectors to manage risk
• portfolios tailored to the needs and preferences of your clients


Craig Israelsen, Ph.D., teaches A4A members monthly about low-expense investing. For three decades, Craig has helped define best practices for managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for nearly a decade. Craig's taught family financial management at universities for over two decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.

This webinar is pending eligibility for CFP® CE and PACE credit toward the CLU® and ChFC® designations, and it is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications and live CPA CPE credit.

If you're paying a TAMP or custodian to manage portfolios, Craig's monthly A4A classes will show you how to lower your fees and build a practice that's better for your clients and you.


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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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