Two Rules of Volatility, Craig Israelsen, August 2022

Craig Israelsen
Wednesday, August 3, 2022 4PM EST
Program Id: 931819707

A time-honored rule in finance is that risk and return are related. Accepting more risk, as measured by standard deviation of returns, is generally associated with receiving more return. But at what point does taking more risk become a bad tradeoff?

Over the past 32 years, the positive relationship between risk and return peaked at a standard deviation of about 12%.  The practical implications of the 12% risk sweet spot are the subject of this class.  Key topics in this class include:

    ● Volatility (as measured by standard deviation) is more consistent than performance

    ● Establishing a volatility target provides a level of return to expect

    ● Using similar mutual funds from different fund families does NOT change a portfolio’s volatility profile


Craig L. Israelsen, Ph.D., has been a regular contributor to Advisors4Advisors since April 2009, and has taught monthly on A4A for a decade. He also contributes regularly to AAII Journal, one of the nation’s largest individual-investor-funded information resources with a history of intellectual integrity. Prof. Israelsen has taught about family financial management at universities and is currently Executive-in-Residence in the Financial Planning Program at Utah Valley University, teaching classes toward earning a CFA charter. Published monthly in Financial Planning magazine for 25 years, Craig has a documented history for providing a sustainable system for advisors to manage low-expense portfolios.

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This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE and PACE credit toward the CLU® and ChFC® designations, 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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