November 2003
Journal of Financial Planning;Nov2003, Vol. 16 Issue 11, p24
Academic Journal
The article discusses several issues related to the financial planning industry. A New York Post online article discovered some of the more unusual topics that the mutual fund money managers monitor in order to determine what and whether they will buy or sell in the future. They include the sales of frozen dinners, Federal Express shipment data, rise or decline of railcar loads, cost of prime-time television advertising and Internet job postings. In another issue, rising mortgage rates are getting a lot of attention from housing experts worried they will kill the strong buying and refinancing markets. Factors affecting the plan of people to buy a home include lifestyle changes, desire for a bigger home or property, investment, tax benefits and others. Financial planners are always trying to determine, typically through a questionnaire, how risk tolerant their clients truly are when it comes to investing. American Century Investments surveyed 400 golfers and found a link between their aggressiveness on the golf course ant their self-proclaimed aggressiveness as investors.


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