Advisors4Advisors

Event 

Performance Of Diversified Portfolios, 1970-2017
Category:
Financial Advisor Webinar Series
Title:
Performance Of Diversified Portfolios, 1970-2017
Presenter:
Craig L. Israelsen, Ph.D.
Company:
7Twelve Portfolio
When:
01/25/18  4:00 PM EST - 5:00 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:729640595
Event rating:
User rating
 
4.9 (60)

Description

Some inflection points change the likelihood of retirement success counter-intuitively.

Using historical data, this presentation examines annual growth and loss potential of various portfolios both during before and after retirement.


This presentation specifically examines the use of "alternative asset classes" in portfolio design. What to expect from multi-asset diversified model portfolios is explained, using the 7Twelve® Portfolio as a proxy for historical returns, as well as:

Major asset classes over the past 48 years
Rebalancing, pre- and post-retirement
Alternative assets
Single-asset investments
Balanced portfolios

Attendees will learn more about the historical (and, therefore, the anticipated) performance of various assets and the mathematics of retirement portfolio design, as well as the impact of multiple asset classes on portfolios and the importance of combining low-correlation assets.


 
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Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.


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



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Trusted Advisor Reviewed by Trusted Advisor
January 24, 2018
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Last updated: January 24, 2018
 

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AAH Reviewed by AAH
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kbrown Reviewed by kbrown
January 24, 2018

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0 of 0 people found the following review helpful
Great stuff, as always from Craig!
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Steven King Reviewed by Steven King
January 24, 2018
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0 of 0 people found the following review helpful
Always informative. Loved the salsa analogy!
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Ruth Reviewed by Ruth
January 24, 2018
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