Events / Event Info

Event Details

"NexGen Seminar & Lunch"
Event Details
July 22, 2017
Program: 10:30 A.M. - Adjourn: 1:30 P.M.
UCLA Extension Gayley Center, Room 121DE
1145 Gayley Ave. Los Angeles, CA 90024
(818) 558-3908
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CEU's
You May EARN 1 CEU CREDITS FOR ATTENDING
May qualify for 1 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 pre-registeredAt the Door
Member $0 $25
Non Member $0 $25
 
Guest Speaker(s):

Jon Luskin, MBA CFP® - Define Financial, Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance


Event Schedule:
10:30 AMCheck-In & Networking
11:00 AMSpeaker Presentation
12:15 PMNetworking Lunch (attendee is responsible for individual lunch costs)


Event Details:
Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance
Previous research has usually shown that dollar-cost averaging underperformed lump-sum investing. However, the body of existing research has not closely examined the circumstances of this outperformance. This study found that the likelihood of dollar-cost averaging outperformance over lump-sum investing is a function of the cyclically adjusted price-to-earnings (CAPE) ratio at the beginning of the investment period, with higher CAPE ratios linked to dollar-cost averaging outperformance.

 
This event has already past. You will no longer be able to RSVPs for this event.

Speaker(s):

Jon Luskin, MBA CFP® - Define Financial, Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance

Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional at the independent financial planning firm Define Financial. For his master's thesis on investment management, Jon showed how university endowments can generate more wealth (and take on less risk) by adopting low-cost investment strategies. Jon's original research on investing has been published in the academic peer-reviewed Journal of Financial Planning.

When not practicing financial planning at Define Financial, Jon can be found teaching good money habits to the youth of San Diego, or volunteering with San Diego's canine rescue organizations. Jon also enjoys homebrewing, bbq'ing, jiu-jitsu, and camping.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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