The Next 25 Years For Investment Markets

Craig Israelsen
10/22/20 4 PM EST
Program Id: 769667795

Class Description

To design portfolios for the next 25 years, this class reviews the range of returns and risk characteristics of a wide variety of asset classes over rolling 25-year periods for the past half-century.

This detailed historical perspective provides practitioners with baseline best- and worst-case scenarios in guiding clients and managing their retirement portfolios.

Prof. Craig Israelsen, an expert in low-expense portfolio design for fiduciaries, reviews:

• rolling 25-year performance for a wide variety of asset classes in retirement accumulation and distribution phases over the past half century.
• the impact on retirement income if fixed-income returns over the next 25 years are 50% smaller than over the past 25 years.
• the impact on retirees if their retirement portfolios experience 20%, 40%, or 60% lower returns overall returns over the next 10 years.

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.

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.

After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.Check spam and junk folder if you do not receive it.

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.




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 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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