Craig Israelsen Ph.D., is an executive-in-residence in the Financial Planning Program at Utah Valley University in Orem, Utah. Israelsen is also the developer of the 7Twelve Portfolio(www.7twelveportfolio.com) and the author of three books. His
most recent book is titled “7Twelve: A Diversified Investment Portfolio With a Plan” (John Wiley & Sons, 2010).
Areas of Expertise: asset allocation, portfolio design, investment analysis
Book: "7Twelve: A Diversified Investment Portfolio with a Plan," (John Wiley & Sons, 2010)
Topics Presented in Speeches: "Building a Better Balanced Portfolio" and "7Twelve: A Diversified Portfolio Core"
Craig L. Israelsen, Ph.D., is an executive-in-residence in the Financial Planning Program at Utah Valley University in Orem, Utah. He holds a Ph.D. in family resource management from Brigham Young University. He received a B.S. in agribusiness and an M.S. in agricultural economics from Utah State University. He was on the faculty of the University of Missouri-Columbia for 14 years, where he taught personal and family finance in the personal financial planning department. He also taught family finance at Brigham Young University for nine years.
Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. He writes monthly for Financial Planning Magazine and is a regular contributor to the Journal of Indexes and Horsesmouth.com. His research has also been published in the Journal of Financial Planning, Journal of Asset Management (U.K.), Journal of Performance Measurement, Asia Financial Planning Journal (Singapore), Journal of Family and Economic Issues and Financial Counseling and Planning.
His research has been cited in the Christian Science Monitor, The Wall Street Journal, Newsweek, Forbes, SmartMoney Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones MarketWatch, Family Circle Magazine, Bottom Line Personal and the Saturday Evening Post.
His is a principal at Target Date Analytics LLC, a firm that has developed indexes for the benchmarking and evaluation of target date/lifecycle funds. He is also the developer of the 7Twelve Portfolio and the author of three books. His most recent book is titled, "7Twelve: A Diversified Investment Portfolio with a Plan" (Wiley, 2010).
He is married to Tamara Trimble. They have seven children (Sara, Andrew, Heidi, Mark, Nathan, Emma and Jared). Hobbies include running, biking, swimming, woodworking and family vacations. He has competed in the Boston Marathon five times, but has never won.
Articles by this Author
Portfolio Strategies »
Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement.
April 2015 | Journal
Historical data shows an advantage to keeping bonds in a diversified portfolio even when interest rates rise sharply.
May 2013 | Journal