Contributing to the 'Heart and Soul' of the Journal

Most, Bruce W.
June 2004
Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p58
Academic Journal
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.


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