Portfolio losses don’t play fair.
And it takes a proportionally bigger gain to break even. As shown in this white paper, written by Craig L. Israelsen, Ph.D., as the loss gets bigger, the needed gain to restore the loss increases at an increasing rate. Download this white paper for the details.
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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