Advisors4Advisors

Event 

When Is It Best To Invest? A Review Over 37 Years
Category:
Financial Advisor Webinar Series
Title:
When Is It Best To Invest? A Review Over 37 Years
Presenter:
Craig L. Israelsen, Ph.D.
Company:
7Twelve Portfolio
When:
09/27/17  4:00 PM EST - 5:00 PM EST
Replay:
You must be registered and logged into view this replay
CE Credit:
CFP®
IMCA
Program Id:352816651
Event rating:
User rating
 
4.7 (44)

Description

In which month of the year is it best to invest?
 
Based on the average performance of seven core asset classes over the past 37 years, Craig Israelsen, PhD., demonstrates whether one month of the year is better to invest than others. In addition to individual asset classes, he reviews the average performance of a multi-asset portfolio during each month of the year to see if it matters to advisors investing in broadly diversified portfolios and which month is best.

More importantly, Craig reviews which month led to the best performance for broadly diversified portfolios, before and after adjusting for inflation, over the past 19 years, as well as an analysis determining the best month to rebalance.


To collaborate with Craig deeply, request a This e-mail address is being protected from spambots. You need JavaScript enabled to view it .


Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A.

This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

                                                        
8th Annual 7Twelve Conference, November 10-11



View all user reviews

Average user rating from: 44 user(s)

To write a review please register or login.

Rating:
 
4.7
 
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
nunleyd Reviewed by nunleyd
September 26, 2017
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: September 26, 2017
 

0 of 0 people found the following review helpful
Nice work by Craig
Rating:
 
4.0
Was this review helpful to you?
Yes No
austinc408 Reviewed by austinc408
September 26, 2017
Top 100 Reviewer
View all my reviews
Report this review
 
Last updated: September 26, 2017
 

0 of 0 people found the following review helpful
Very impressed with Craig. Many insights and great nuggets.
Rating:
 
5.0
Was this review helpful to you?
Yes No
JB Brewer Reviewed by JB Brewer
September 26, 2017

View all my reviews
Report this review
 
Last updated: September 26, 2017
 

0 of 0 people found the following review helpful
Good presentation
Rating:
 
4.0
Was this review helpful to you?
Yes No
rwroge Reviewed by rwroge
September 26, 2017
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: September 26, 2017
 

0 of 0 people found the following review helpful
OK, wasn't Craig's best. Not much to use.
Rating:
 
3.0
Was this review helpful to you?
Yes No
kevinb610 Reviewed by kevinb610
September 26, 2017
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: September 26, 2017
 
 
View all user reviews