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Craig Israelsen, Ph.D., is the developer of the 7Twelve Portfolio and is a principal at Target Data Analytics, which develops indexes for the benchmarketing and evaluation of target-date/life-cycle funds. He is also the executive-in-residence in the financial planning program at Utah Valley University. Craig may be contacted at [email protected]
Articles by this author
The lower the score, the better with an investment strategy that takes performance and volatility into consideration.
September 2015 | FINANCIAL | Read Article →
The results of moving investments to the latest market winner are so terrible that investors are better off putting their money into the latest market loser for long-term returns.
April 2014 | FINANCIAL | Read Article →
Managing your clients’ performance
expectations can be challenging—but
if they’re realistic about returns, they
will be happier and more secure.
April 2012 | FINANCIAL | Read Article →
Recent years have seen a rapid growth in the
sales of indexed universal life policies but
what hasn’t increased is the understanding of
what policy loans can do to the coverage.
September 2011 | LIFE | Read Article →
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