Craig Israelsen

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.  He currently serves on several investment committees (My529 and Health Equity Advisors). Primary among his research interests is the analysis of mutual funds and the design of investment portfolios.  He wrote monthly for Financial Planning Magazine for over 20 years and now is a regular contributor to Horsesmouth.com, Better Investing Magazine, and the AAII Journal.  His research has also been published in the Journal of Financial Planning, Journal of Asset Management (U.K.), Journal of Performance Measurement, and the Asia Financial Planning Journal (Singapore).

His research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine, and Bottom Line Personal. Dr. 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).

Stories by Craig Israelsen

  • Value vs. Growth: A Performance Review

    Aug 31, 2024

    Rather than wax philosophical, let’s now dive into the results for actual value and growth US stock market indexes and mutual fund category averages.

  • How Long Is the “Long-Run”

    Aug 20, 2024

    Analytic evidence of just how long the “long-run” is for various asset classes as well as a four-asset portfolio. #investing

  • From MegaCap to MicroCap

    Aug 15, 2024

    You want an investment approach that provides meaningful exposure to huge companies, medium-sized companies and small/micro companies in the US market.