Webinars

Event 

Category:
Financial Advisor Webinar Series
Title:
After The Fall: Asset Allocation And Rebalancing
Presenter:
Craig Israelsen, Ph.D.
Company:
7Twelve Portfolio
When:
04/10/09  4:00 PM EST
Slides:
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Replay:
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CE Credit:
CFP®
IMCA
Event rating:
User rating
 
4.5 (125)

Description

As the equity market collapse unhinged asset allocations from financial plans, it's time to rebalance and put client portfolios back in line. Craig Israelsen Ph.D., associate professor at Bringham Young University and one of the foremost academics in the field of indexes and passive investing, shows you how to rebalance portfolios for greater upside potential with less risk by applying research he conducted to develop his "7Twelve" portfolio discipline.

 

This webinar is approved for IMCA CE credit.  IMCA ID is 12A4AI014

 



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Average user rating from: 125 user(s)

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Rating:
 
4.5
 
 

0 of 0 people found the following review helpful
This was a great presentation - well documented and eye-opening. This is a great easy to understand and implementable approach to asset allocation.
Rating:
 
5.0
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Webinar Attendee Reviewed by Webinar Attendee
April 10, 2009
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Last updated: April 10, 2009
 

0 of 0 people found the following review helpful
this was excellent. I am convinced that the academic approach is superior to following the mutual fund approach and wall street's advertsing hype.
Keep the academics coming.
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5.0
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billm435 Reviewed by billm435
April 10, 2009
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Last updated: April 10, 2009
 

0 of 0 people found the following review helpful
It would be difficult to improve on. One of the best topics and presentations I have viewed of late.
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5.0
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jeffs812 Reviewed by jeffs812
April 10, 2009
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Last updated: April 10, 2009
 

0 of 0 people found the following review helpful
Andrew, you are the gift that keeps on giving
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5.0
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wisdom Reviewed by wisdom
April 10, 2009

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Last updated: April 10, 2009
 

0 of 0 people found the following review helpful
Very informative - keep going
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5.0
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harry Reviewed by harry
April 10, 2009
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Last updated: April 10, 2009
 
 
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