Standard Deviation: Finding the Sweet Spot

Craig Israelsen
02/24/22 4 PM EST
CFP® Live CPA IWI
Program Id: 115415659
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A widely-accepted investment precept holds that, investments with a higher standard deviation – more risk – ultimately provide investors with a higher return. It’s incorrect!

This class examines the relationship between standard deviation and return in nearly 800 mutual funds. This analysis identifies the “sweet spot” in the relationship between risk and return.

The objectives of this webinar include lessons on:
• a 30-year analysis of nearly 800 mutual funds that identifies when more risk does not reliably correlate with more return
• establishing a “guideline” for standard deviation “guardrails” that help ensure investments extract the most return for a given level of risk
• using standard deviation as the main criteria of portfolio decisions
• how to screen for the most efficient risk-reward funds
• applying the standard deviation analysis to a portfolio versus a fund
 

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 toward 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 CFP® CE and PACE credit toward the CLU® and ChFC® designations, one hour of CE credit towards the CIMA® and CPWA® certifications, and 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 How much is withdrawn from a retirement portfolio each year is obviously influenced by the asset allocation of the portfolio, but just how much?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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Nice refresher of standard deviation

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