Webinars With Industry Experts

How Much Diversification Is Enough And What's It Cost?

How have the top balanced, multi-asset, and other solutions packaged for advisors performed for the past 18 years? Did they offer enough diversification? How much should they cost?

The performance of portfolios diversified in a variety of ways from 2000-2017 is the focus of this class, including an examination of the effects of real estate, natural resources, commodities and non-US fixed income.

We'll compare the performance of the top 10 asset allocation, multi-asset global, and balanced funds as well the cost of using a variety of solutions commonly used by A4A members, including Vanguard, DFA, and other solutions for advisors using highly diversified portfolios, and to show the difference in their cost.

Performance profile of a variety of diversified portfolios over the past 18 years
Costs and characteristics of different diversification solutions on clients' portfolios

Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

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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 CFP® CE, PACE credit toward CLU® and ChFC® designations, CIMA® CE, CPWA® CE and live CPA CPE credit.


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