TITLE

Contributing to the 'Heart and Soul' of the Journal

AUTHOR(S)
Most, Bruce W.
PUB. DATE
June 2004
SOURCE
Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p58
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Contributions are the technical, advanced pieces found toward the end of the Journal of Financial Planning, written by experts in their fields--financial planners, academicians and allied professionals. Since the inception of the journal, the principal mission of these articles has been to advance the underlying knowledge of the financial planning profession--to help build its intellectual foundation. These articles, more than any other element of the magazine, are what have always distinguished the journal from other financial planning publications. The journal occasionally publishes contributions on practice management issues, though it prefers to leave that popular subject to other venues such as the Financial Planning Association's own Solutions. Moreover, the journal has fervently strived to avoid publishing articles promoting proprietary products, programs and services. One of the hottest financial topics during its early year was tax shelters. As already noted, the first issue contained an article on the real rate of return on tax shelters. Other early pieces covered subsidized housing tax shelters, analyzing the tax shelter prospectus, the family as a tax shelter, oil and gas programs, and article on citrus groves as tax shelters. In early 1987, the journal produced the only special edition in its history, an issue that carried 12 articles analyzing the implications of the U.S. Tax Reform Act of 1986 on financial planning. Articles on the use of mutual finds, barely touched in the 1980s, began popping up in the 1990s, as did more international investing pieces. College planning and behavioral finance articles, with minor exceptions, appeared infrequently until well into the 1990s. Since its early years, the journal has maintained a special bond with the academic community. The academic community has also produced several studies about the financial planning profession itself. INSET: Behind the Scenes.
ACCESSION #
13473296

 

Related Articles

  • Tip Sheet.  // Atlanta;Jan2013, Vol. 52 Issue 9, p50 

    The article offers information on Cayman Island that has famous tax shelter with 800 insurers, 10,000 mutual funds and assets.

  • Featured Funds.  // Morningstar Fund Family Reports: Fidelity;Aug2006, Issue 39, p3 

    This section presents a list of fidelity mutual funds featured in the August 2006 issue of the journal "Fund Family Reports."

  • THE OBSERVER.  // Journal of Financial Planning;Dec1996, Vol. 9 Issue 6, p13 

    The article presents information about the developments in various fields. According to a recent study by Dalbar Inc., a mutual fund research company in Boston. The study of "more likely and capable investors" found that investors are more interested in being educated by their advisors about the...

  • After-Tax Valuation of Tax-Sheltered Assets. Horan, Stephen M. // Financial Services Review;Fall2002, Vol. 11 Issue 3, p253 

    Deals with a study which investigated models that accommodate annuitized withdrawals from tax-sheltered accounts. Impact of after-tax mutual fund accounts discount rates on after-tax cost of capital; Components of the returns of mutual fund for tax purposes; Pattern of annuitized withdrawals...

  • Notes from the Editors. Feinscheiber, Robert; Kent, Margaret // Corporate Business Taxation Monthly;Jun2003, Vol. 4 Issue 9, p1 

    Provides information on the contents of the June 2003 edition of the periodical 'Corporate Business Taxation Monthly,' which focuses on tax shelter regulations in the U.S. Examination of confidential transactions and the conditions of confidentiality provisions; Examination of state tax...

  • On Turning 40.  // Financial Planning;May2010, Vol. 40 Issue 5, p12 

    The author reflects on the changes in the financial planning industry as "Financial Planning" magazine celebrates its 40th year in the business. She recalls that the magazine began when Charles Schwab had not opened his discount brokerage yet and Fidelity was just a family of 13 mutual funds....

  • Talk to Us! Lee, Shelley A. // Journal of Financial Planning;Mar2003, Vol. 16 Issue 3, p17 

    This section presents information on the topics featured in the Voice section in the Journal of Financial Planning as of March 2003.

  • WANT MORE MONEY INFO?  // Choice;Oct2005, p40 

    Provides information on the publication "Choice Money & Rights."

  • The Journal's Journey. Lee, Shelley A. // Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p46 

    The article focuses progress of the Journal of Financial Planning. In 1979, a 64-page publication called the Journal of Institute of Certified Financial Planners (ICFP) made its debut that October. Its mission was pretty straightforward, that is to inform its readers of innovative and...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics