Key Determinants In Retirement Portfolio Success
Retirement Portfolio Analysis Resources
Attend Craig Israelsen's Advisor Conference In Salt Lake City Oct. 26-27
Retirement Portfolio Analysis Software & Three-Class Course with Craig Israelsen. Ph.D.
Financial Counseling Quarterly classes quarterly with Frank Murtha, Ph.D.
Retirement Portfolio Analysis Software Demo (2:21 video)
• What is the impact on retirement income of changing from a 20% equity allocation to a 50% equity allocation to an 80% equity allocation?
• How often will RMDs wipe out a retirement portfolio?
• What is the impact on annual income in retirement if I reduce my retirement portfolio expenses from 150 bps to 100 bps?
• What would a 60/40 retirement portfolio have performed like if historical bond returns were 50% lower?
• What would a 60/40 retirement portfolio have performed like if historical stock returns were 50% lower?
• Can withdrawals from a retirement portfolio actually keep up with inflation?
- 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 portfolio management 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. He's a regular contribuor to AAII Journal. 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. He teaches classes toward earning a CFA charter. Craig provides a system to manage low-expense portfolios and educate clients on A4A.
After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.. Check your spam folder if you do not receive it.
Craig's course is eligible for CE credit towards CFP®, CPA CPE, as well as CIMA®, CPWA® certifications and PACE credit toward the CLU® and ChFC® designations.
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Thank you Craig for another good overview of the 60-40 portfolio as it relates to the 4% withdrawal rate and the use of RMD as an alternate methodology for retirement withdrawals. I appreciate the fact that you continue to tie the research together with the spreadsheet as it's useful to discuss with skeptical clients who worry about future returns. Thank you.
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Very practical application for real-life client use. It would be helpful to see scenarios with more asset classes like international stocks, but I realize that would shorten the starting point significantly to the 1970's.
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