"Building Diversified, Low-Cost Portfolios for Retirement"
Craig Israelsen will provide a comprehensive 48-year review of “why” and “how” we build a diversified portfolio. In addition, several ultra low-cost diversified portfolios will be outlined. The 7Twelve Portfolio philosophy will be introduced.
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The “why” of portfolio diversification
The “how” of portfolio diversification
The “next steps” to actually build and manage an ultra low-cost retirement portfolio