Raw performance grabs headlines, but highlighting the benefits of diversification is wiser for those who react poorly during volatile periods.
Clients will always prefer that their portfolio perform well and with less risk. This would be great if it was a simple thing to determine. Yet, this can be tough at times. Measuring the dynamic duo of risk and return may just be the trick needed. However, portfolio performance and portfolio risk can be challenging to explain to clients in terms that they will understand. As a result, clients may have unrealistic assumptions which may lead them to lose their commitment.
Agenda
Faculty
Craig L. Israelsen, Ph.D.
7Twelve (TM) Portfolio
- Developer of the 7Twelve® portfolio
- Executive-in-Residence, Financial Planning Program, Utah Valley University
- Wrote monthly for Financial Planning Magazine for over 20 years
- Author of several books
- Previously on the faculty at University of Missouri (1991-2014) and Brigham Young University (2004-2013)
- Has published dozens of journal articles and hundreds of professional articles
- •Can be contacted at [email protected] or 801-489-4711
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