A Bibliography For Investment Adviser Representatives

This class covers the highlights of a short list of books and articles any investment fiduciary wants to say they’ve read.

After this class, you should be able to answer these key questions:  

• What is the long-run “return after inflation for US bonds, US stocks, and a four-asset portfolio since 1926?
• How often has a broadly diversified portfolio produced a positive annual return over the past 50 years?
• How does a broadly diversified portfolio compare to the S&P 500 index when money is being withdrawn?
• What are the important asset classes to be included in a broadly diversified portfolio?
• How often have the “safety brakes” in a diversified portfolio outperformed the “performance engines” over the past 25 years?

Craig Israelsen, Ph.D., connects Modern Portfolio Theory to a sustainable low-expense investment management method for CFP, CPA and other financial planning and investment fiduciaries, while reviewing his carefully selected list of articles and books about investing.Who should attend:

• Investment Advisors
• Financial Planners
• Wealth Managers
• Financial Analysts
• Securities and Research Analysts
• Institutional Investment Plan Trustees
• Institutional Investment Consultants

Craig Israelsen, Ph.D. , has taught classes to candidates for the CFA-charter and about family financial management, at the graduate and undergraduate level, at universities for three decades. His course on A4A since 2009 is best-suited to professional fiduciaries seeking to minimize investment expenses on a broadly diversified portfolio core.

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