Session Description

Using historical data covering a 45-year period, family resource management expert and author Dr. Israelsen examines the performance of various asset classes and portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). Learn more about historical performance of key portfolio asset classes, strategic portfolio design and management.His expert insight touches several key aspects of economic life, including trends characterizing financial, real estate, energy and labor markets.

Biography

Craig L. Israelsen, Ph.D., is the designer of the 7Twelve Portfolio and an executive-in-residence in the Financial Planning Program at Utah Valley University. He also taught at Brigham Young University and the University of Missouri. He writes monthly for Financial Planning Magazine and his research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes and other trade publications. His most recent book is titled “7Twelve: A Diversified Investment Portfolio with a Plan.”

7Twelve Portfolio
1320 East Hobble Creek
Springville, UT 84663 USA

Email: craig@7TwelvePortfolio.com
Phone: 801-489-4711
Website: www.7TwelvePortfolio.com