Enhance performance and reduce risk.
No one knows how an investment will perform and there is no guarantee on the performance of an investment portfolio. However, with solid effort, investors can control how much of their income they can commit annually into their retirement accounts. Each investor’s rate of savings and contribution is much more controllable than any portfolio’s performance. Control what is controllable. This white paper reviews three essential points to help stay the course.
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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