Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar

Craig Israelsen
08/26/21 4 PM EST
CFP® Live CPA IWI
Program Id: 828898603
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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020

Since Harry Markowitz created a two-asset portfolio to show the benefits of diversification in 1952, enough time has passed to enable observation and a reasonable understanding of 12 core assets and their rotation on and off the efficient frontier.

At this class, Craig Israelsen, Ph.D., who has taught at universities about portfolio design for over three decades, shares observations on the seasonality of asset classes. He shows that some diversifiers fall off or rejoin the efficient frontier from time to time, and time-period bias is a perpetual problem to avoid. Using an Excel worksheet he designed, Craig illustrates the value of efficient frontier “diversifiers” in a retirement portfolio.

  • Canceling asset classes is as ill-conceived as growing overly dependent on an asset
  • How foreign stocks, emerging markets, and commodities improved the efficient frontier for U.S. investors from 2001 through 2020

Craig Israelsen, Ph.D., began teaching this course about low-expense investing on Advisors4Advisors in April 2009. All his classes are archived for members to view.

For three decades, Craig has helped define best practices in managing portfolios. Since 1996, he publishes his research monthly in Financial Planning magazine. He's also been a longtime contributor to AAII Journal. Craig also has taught about family financial management at universities for over three decades. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University and teaches classes toiard  earning a CFA charter.  

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 folder if you do not receive it.

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 for live CPA CPE credit.



The Impact of Asset Allocation On Retirement Income

Trade-offs in retirement using two popular withdrawal strategies. How much is withdrawn from a retirement portfolio each year is obviously influenced by the asset allocation of the portfolio, but just how much? And what are the trade-offs in choosing to build an aggressive or conservative retirement portfolio?

A4A members must log in to view the full article, which is reprinted with permission from the American Association of Individual Investors. © 2021.

 

Low-Expense Investing Course By Craig Israelsen  

This learning objective of this monthly series of classes by Craig Israelsen, Ph.D., since inception in April 2009, is to teach professionals advising clients on tax, financial and investment planning how to build low-expense broadly diversified core-portfolios, applying modern portfolio theory statistical techniques and quantitative financial economic analysis. 

Although each class teaches a solution to one of a broad array of investment problems practitioners face every day, the main point of each class targets fiduciary practices on designing broadly diversified core portfolio models for 10-basis points, employing indexes and ETFs, and earning fees for personal tax and financial planning services, or specialized investment advice.

 


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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