Low-Expense Investment Management Resources
Advisor Questions Answered
Professional education course description
Retirement planning illustration tool (2:21 demo)
01/26/21 4 PM EST | Live CPA | Program Id: 689656595 |
Class description for 51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes:
2020 is history and 51 years of statistics for seven core asset classes are analyzed in this class. Risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well as real estate, commodities, bonds and T-Bills are examined. So are portfolios comprised of various blends of the assets are illustrated, highlighting the characteristics of individual assets at poignant moments over the last half century as well as:
• Standard deviations of the asset classes
• High- moderate-, and low-risk portfolios over the past 50 years quantified
• Rolling correlations of asset classes
• Behavior of portfolios in accumulation versus decumulation modes
• Illustrating retirement portfolio results more realistically by reflecting cash flows
• What to do about bonds
Craig Israelsen, Ph.D., teaches on A4A monthly about low-expense investing. For three decades, Craig has helped define best practices in managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for a decade. Craig's also taught family financial management at universitiesthree decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.
Craig's monthly A4A classes enable low-expense portfolio management in a professional practice.
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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?