Buy and hold makes sense to many, but how to construct a portfolio that can stand the test of market cycles, good and bad, can be challenging.
Financial educator Paul Merriman has spent decades researching and fine-tuning his "Ultimate Buy and Hold" strategy. On this CE and CPE-eligible webinar*, he will share his research that led to an asset allocation mix with 10 asset classes and how you can create a low-cost and diversified portfolios with as little as 4 funds.
Learning Objectives:
- How Buy-and-Hold has performed over FIVE DECADES
- Choosing an Asset Class Mix to Optimize Returns while Managing Volatility
- Choosing an asset class mix during accumulation and distribution periods
- Selecting Best-in-Class ETFs for Buy-and-Hold Portfolios
*CE Eligible: One CE credit will be submitted to the CFP Board on behalf of attendees. Complete certificates are also provided to attendees for self- reporting for those with American College designations (CLU, CHFC and RICP), CIMA, and NAPFA members.
*CPE Eligible: Participants will earn 1 CPE credit and will receive a completion certificate for self-reporting their credit.
Subscriptions are $12 a month.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.