Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy: An Update

Retirement Portfolio Analysis Resources

Craig Israelsen

Tuesday, December 6, 2022 4PM EST

CFP^® Live CPA IWI

Program Id: 802903603

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This webinar reviews of the use of conservative asset allocation funds in place of traditional bond funds in portfolio construction. Traditional bond funds have been hammered in 2022 and clients will likely be jittery about the future of fixed income.

While fixed income is still a vital component in a portfolio there are alternatives to classic bond funds that are worth consideration.

A review of the YTD and 5-year performance of classic bond funds and conservative asset allocation funds
A review of the impact of using an asset allocation fund in lieu of a traditional bond fund affects retirement income
A live demo of a spreadsheet tool that allows the user to evaluate how changes in asset allocation affect retirees

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.