Profile | Directory | Utah Valley University

Faculty Member

Dr. Craig Israelsen

Biography

Dr. Israelsen holds a Ph.D. in Family Resource Management from Brigham Young University. He received a B.S. in Agribusiness and a M.S. in Agricultural Economics from Utah State University.

He taught at Brigham Young University for 9 years and at the University of Missouri-Columbia for 14 years. He now teaches as an Executive-in-Residence at Utah Valley University in the Personal Financial Planning Program.

Teaching

FIN 6340

Analytics and Advanced Statistics, Spring 2024

Scholarly/Creative Works

Israelsen, Craig , (2021) "The Impact of Asset Allocation on Retirement Income" (Issue: Spring). USA: American Association of Individual Investors Journal.

Israelsen, Craig , (2021) "Withdrawals from a Retirement Portfolio_ Three Primary Options" . Journal of Performance Measurement.

Israelsen, Craig , (2020) "Inflation: The Dormant Dragon" . American Association of Individual Investors Journal.

Israelsen, Craig , (2020) "The Benefits of Building Your Own S&P 500 Portfolio Sector by Sector" . American Association of Individual Investors Journal.

Israelsen, Craig , (2020) "As markets gyrate, help clients understand historic returns" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/amid-stock-market-turbulence-help-clients-understand-historic-returns

Israelsen, Craig , (2020) "The tough math of market losses" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/the-tough-math-of-stock-market-declines

FIN 6820

Research Methods, Summer 2023

FIN 4190

Applied Asset Diversification and Management, Fall 2022

FIN 6820

Research Methods, Fall 2022

FIN 6100

Research Methods, Spring 2022

FIN 4190

Applied Asset Diversification and Management, Fall 2021

FIN 6100

Research Methods, Spring 2021

FIN 4190

Applied Asset Diversification and Management, Fall 2020

FIN 4190

Applied Asset Diversification and Management, Spring 2020

FIN 4190

Applied Asset Diversification and Management, Fall 2019

FIN 4190

Applied Asset Diversification and Management, Spring 2019

FIN 4190

Applied Asset Diversification and Management, Fall 2018

FIN 4190

Applied Asset Diversification and Management, Spring 2018

FIN 457R

Advanced Topics in Finance, Fall 2017

FIN 457R

Advanced Topics in Finance, Spring 2017

FIN 457R

Advanced Topics in Finance, Fall 2016

FIN 457R

Advanced Topics in Finance, Spring 2016

FIN 1060

Personal Finance, Fall 2015

FIN 457R

Advanced Topics in Finance, Spring 2015

FIN 457R

Advanced Topics in Finance, Fall 2014

FIN 457R

Advanced Topics in Finance, Spring 2014

FIN 457R

Advanced Topics in Finance, Fall 2013

Israelsen, Craig , (2019) "Array" .

Israelsen, Craig , (2019) "A proven strategy for evaluating fund performance over time" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/how-to-best-evaluate-fund-performance

Israelsen, Craig , (2019) "The client is demanding their portfolio go to cash. What now?" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/what-to-do-when-a-client-wants-their-portfolio-to-go-to-cash

Israelsen, Craig , (2019) "How long before annual rebalancing helps portfolio performance?" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/does-rebalancing-a-portfolio-pay-off-over-the-long-term

Israelsen, Craig , (2019) "What to say when clients ask, How is my portfolio doing?" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/hows-my-portfolio-doing-use-analysis-of-a-multi-asset-portfolio-to-answer

Israelsen, Craig , (2019) "Testing Warren Buffett's suggested retirement portfolio" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/testing-warren-buffetts-suggested-retirement-portfolio

Israelsen, Craig L, "Seeing the RMD in a New Light" . New Jersey: Journal of Performance Measurement. spauldinggrp.com/the-journal/

Israelsen, Craig , (2019) "Investment lessons from Yale - without the tuition" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/yale-endowment-fund-7twelve-portfolio-long-term-reviews-can-ease-jittery-clients

Israelsen, Craig , (2019) "When boring is good investing" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/investing-for-long-term-gains

Israelsen, Craig , (2019) "Best way to counter a client's sell everything call" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/best-portfolio-strategy-when-stocks-decline-diversification

Israelsen, Craig , (2018) "Array" .

Israelsen, Craig L, (2018) "The downside of an up market_ Are your clients' expectations reasonable?" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/stock-market-performance-can-impact-client-expectations

Israelsen, Craig L, Wenger, Scott , Emery, Chelsea , (2018) "You Can't Win if You're Afraid to Lose" . New York, New York: Financial Planning Magazine. www.financial-planning.com/search?query=israelsen

Israelsen, Craig , (2018) "Investing sweet spot_ Higher returns without Excessive Risk" . New York, New York : Financial Planning. https://www.financial-planning.com/news/the-investing-sweet-spot-for-higher-returns-without-excessive-risk

Israelsen, Craig , (2018) "Sigh of relief for clients who see this retirement analysis" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/retirement-portfolio-of-60-40-stocks-to-bonds-investing-strategy

Israelsen, Craig , (2018) "A sector to watch as inflation ticks up" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/how-commodities-funds-can-help-your-clients-portfolios

Israelsen, Craig , (2018) "Help nervous clients get their investing groove back" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/help-nervous-investors-get-back-into-stocks

Israelsen, Craig , (2018) "Evaluating bond funds for the most effective 60/40 portfolio" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/getting-the-right-mix-of-stocks-and-bonds

Israelsen, Craig , (2018) "Taking on the challenges of a multi-asset strategy" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/whats-more-important-measuring-overall-portfolio-performance-or-analyzing-separate-asset-classes

Israelsen, Craig , (2017) "Array" .

Israelsen, Craig , (2017) "Recreate the certainty of a pension in a 401(k) world" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/pension-like-retirement-income-in-a-401-k-world-with-rmds

Israelsen, Craig , (2017) "When three funds are better than one" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/when-three-funds-are-better-than-one

Israelsen, Craig , (2017) "Help clients overcome fear when markets gyrate" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/overcome-client-risk-aversion-when-markets-tumble

Israelsen, Craig , (2017) "Index funds battle_ total market index vs. three equity market segments" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/index-funds-battle-total-market-index-vs-three-equity-market-segments

Israelsen, Craig , (2017) "This piece of evidence could detail the growth vs. value debate" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/this-piece-of-evidence-could-derail-the-growth-vs-value-debate

Israelsen, Craig L, (2017) "Retirement Portfolio Realities_ The Mathematics of Survival" (Issue: 4, vol. 8). Singapore: International Journal of Trade, Economics, and Finance. www.ijtef.org/index.php?m=content&c=index&a=show&catid=86&id=898

Israelsen, Craig , (2017) "Why a total non-U.S. stock index fund may backfire" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/why-a-total-non-us-stock-market-index-fund-may-backfire

Israelsen, Craig , (2017) "Three against one_ A battle of index funds" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/three-against-one-a-battle-of-index-funds

Israelsen, Craig , (2017) "The stunning impact of fund fees on a retirement portfolio" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/the-stunning-impact-of-fund-fees-on-a-retirement-portfolio

Israelsen, Craig , (2017) "Convincing young clients to save earlier" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/convincing-young-clients-to-save-earlier

Israelsen, Craig , (2017) "How skillful RMD planning can sustain retirement portfolios" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/a-secure-safety-net-for-retirement-savers

Israelsen, Craig , (2017) "Get it right when it comes to calculating returns" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/the-only-way-to-get-it-right-when-it-comes-to-calculating-returns

Israelsen, Craig , (2017) "A portfolio for rising inflation" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/build-a-portfolio-for-rising-inflation

Israelsen, Craig , (2017) "What a study of correlations reveals about diversification" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/what-a-study-of-correlations-reveals-about-diversification

Israelsen, Craig , (2016) "Array" .

Israelsen, Craig , (2016) "Bond worries? Think globally" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/bond-worries-think-globally

Israelsen, Craig , (2016) "Does investing monthly or annually beat a lump-sum portfolio?" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/does-investing-monthly-or-annually-beat-a-lump-sum-portfolio

Israelsen, Craig , (2016) "Finding the courage to rebalance" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/finding-the-courage-to-rebalance

Israelsen, Craig , (2016) "The dynamic duo_ Help clients understand risk and return" . New York, New York: Financial Planning Magazine. https://www.financial-planning.com/news/the-dynamic-duo-help-clients-understand-risk-and-return

Israelsen, Craig , Rotblut, Charles , (2016) "The Mathematics of Retirement Portfolios" . Chicago: American Association of Individual Investors.

Israelsen, Craig , (2016) "Which Asset Allocation Mix Outperforms? " (Issue: 1, vol. 4). Ireland: LIA Journal_ The Financial Professional.

Israelsen, Craig , (2015) "Array" .

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Dr. Craig Israelsen

Biography

Teaching

FIN 6340

Scholarly/Creative Works

FIN 6820

FIN 4190

FIN 6820

FIN 6100

FIN 4190

FIN 6100

FIN 4190

FIN 4190

FIN 4190

FIN 4190

FIN 4190

FIN 4190

FIN 457R

FIN 457R

FIN 457R

FIN 457R

FIN 1060

FIN 457R

FIN 457R

FIN 457R

FIN 457R

Student

Employees

Community

Utility

Utah Valley University