After The Fall: Asset Allocation And Rebalancing

by Advisor Products 4/10/2009 6:42:00 PM

As the equity market collapse unhinged asset allocations from financial plans, it's time to rebalance and put client portfolios back in line. Should you be advising clients to put more assets into stocks? What about commodities and REITS? In today’s session of the Financial Crisis Webinar Series, Craig Israelsen, Ph.D, one of the foremost academics on indexes and passive investing and an associate professor of personal and family finance at Bringham Young University, made the case for his “7Twelve” asset allocation method.

View replay   Presentation slides (.PDF)   Presentation slides (.PPT)

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Presentation slides (.PDF)

 

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3/16/2010 1:55:30 PM

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The Crisis Webinar Series, hosted by Advisor Products, is a free weekly webinar presentation that addresses key issues affecting independent financial advisors during the global economic crisis. Presenters are experts in investment management, financial planning, firm efficiency, advisor technology, business coaching, and client service and have helped advisors with techniques for managing portfolio risk, identifying investment opportunities, boosting revenue, gaining referrals, and strengthening client relationships during today’s challenging business environment.

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Advisor ProductsAdvisor Products
Advisor Products provides marketing and technology solutions for over 1,800 independent financial advisory firms. The company organizes the Crisis Webinar Series to support the independent advisory profession during a time of tremendous difficulty after the fallout from the credit crisis. Advisor Products believes that by utilizing techniques taught in these webinars, the independent advisory industry can survive and even thrive through the recession.

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