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Craig L. Israelsen
All Craig L. Israelsen's Stories
Advisors: Embrace the Winners … and Losers
October 1, 2015
Help clients understand that temporary losers in a volatile market are just that: temporary.
How to Help Clients Too Focused on the Little Picture
September 1, 2015
Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.
Better Ways to Allocate Retirement Portfolios
August 3, 2015
Savings rates and asset allocations are the key to making retirement accounts last. Here’s an approach that works.
Can Value Investing Still Trump Growth?
July 1, 2015
Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.
Which Asset Allocation Mix Outperforms?
June 1, 2015
A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients.
Better Way to Check Portfolio Risk
April 28, 2015
An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers.
How Tax Efficient Is That Fund?
March 24, 2015
The range of efficiency tends to be similar within sets of U.S. stock and bond funds. Should advisors care?
How to Invest for Market Volatility
March 2, 2015
Heavy fluctuations in stocks have increased in recent years. Here's one solution for advisors and their clients.
Warning: Bond Funds That Act Like Stocks
January 26, 2015
Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.
Crash Test: How Safe Is That Retirement Portfolio?
December 22, 2014
The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.
How Good Are Smart Beta Funds?
December 1, 2014
An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.
Time to Dump Portfolio Losers?
October 27, 2014
When cash, commodities and other assets stumble, it is tempting to eliminate them from a portfolio. Run the numbers first, though.
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Advisors on the Move: Morgan Grabs $4M Advisor From Merrill
Hurry! Tax-Planning Tips to Act on Now
Succession Planning Hurdles: How Do You Stack Up?
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Cybercrime: A Rising Threat
A 'New Breed' of Advisor
How to Help Clients With Dementia
If He Had a Hammer (Advisers Would be Ducking)
Smart Ways to Bring in 2nd Generation Clients
Ex-Edward Jones Advisor Stole $1.2M to Remodel Home, SEC Claims
How ETFs and Robo Innovations are Changing Distribution
Congress Planning to Close Social Security Loopholes
Investing Should Be Painful
DoL Proposal Could End Commissions, Morningstar Says
Advisors Jolted by Details of Proposed DoL Payout Disclosure Plan
Conferences & Events
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Women Advisors Forum
Oct 14, 2015
The Sri Conference 2015 To Focus On Rise of "Investing For Impact"
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Marketplace Lending + Investing
Nov 4-5, 2015
New York Hilton Midtown, New York, NY
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