Best Fixed-Income Funds For Managing Diversified Portfolios; Craig Israelsen's Portfolio Management Course, Nov 2022

Retirement Portfolio Analysis Resources

Craig Israelsen

Wednesday, November 16, 2022 4PM EST

CFP^® Live CPA IWI

Program Id: 265372275

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The performance of all fixed income funds in the Morningstar universe is examined.

With six rate hikes in seven months and more rate hikes expected for months to come, year-to-date (YTD) performance by fixed income funds is of more than academic interest.

At this class, YTD performance is contextualized by evaluating the long-term performance of the same funds, revealing funds that over performed admirably versus funds that have performed poorly.

Learning objectives:

● strategies to improve performance of a core portfolio over the long run

● the role of fixed income in a diversified portfolio.

● review the importance of including diverse asset classes in portfolio construction

● how to manage a broad group of asset classes in a low-expense portfolio using multiple ETFs or funds

● how to illustrate key concepts to clients

● return and risk statistics of a core portfolio invested for the long run

Who should attend:

● Institutional Investment Plan Trustees

● Institutional Investment Consultants

● Investment Advisors

● Financial Planners

● Wealth Managers

● Financial Analysts

● Securities and Research Analysts

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 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.