The Fine Line of Planning for Friends and Family
- WHY STOCK INVESTORS FREAK OUT. FINKE, MICHAEL // Research;Aug2013, Vol. 36 Issue 8, p32
The article presents a research revealing factors that create panic among clients during market downturns in the U.S. and further focuses on how investment advisors can limit the portfolio damage of clients. The research examines concepts such as investment risk, volatility, and loss aversion....
- Spending Binge. McReynolds, Rebecca // Financial Planning;May2004, Vol. 34 Issue 5, p103
Argues that irresponsible spending would lead to the failure of the financial planning strategies of investors in the U.S. Reasons for the increased spending of individuals; Analysis of the spending behavior of women; Cash flow analysis of a client's spending.
- Tax Independence. Rattiner, Jeffrey H. // Financial Planning;Jun2004, Vol. 34 Issue 6, p117
Gives advice to U.S. financial planners on helping self-employed clients maximize the tax benefits from their financial plans. Advantage of retirement plans to clients; Preparation that clients must do to benefit from qualified plans; Clients who would benefit from defined contribution plans;...
- Planning for Family and Friends: Your Colleagues Weigh In. // Journal of Financial Planning;Aug2004, Vol. 17 Issue 8, p42
This article presents views of several financial planners on planning for family and friends. For David Bixler of Capital Strategies Inc., managing the challenges of having friends and family as clients is an art, learned by doing and suffering some trial and error. It requires a delicate...
- Hitting or missing the retirement target: comparing contribution and asset allocation schemes of simulated portfolios. Schleef, Harold J.; Eisinger, Robert M. // Financial Services Review;Fall2007, Vol. 16 Issue 3, p229
Personal financial planning entails establishing retirement portfolio goals, which may be identified as specific portfolio target values. The problem of investing to build a retirement portfolio that achieves a specified value at retirement can be modeled as a dynamic multiperiod portfolio...
- Insure your choice. Tuohy, Larissa // Money Management;4/7/2005, Vol. 19 Issue 11, p25
Explores why financial advisors should demonstrate the value of insurance cover to clients in Australia. Personal risk management; Impact of the provision of insurance benefits on the decision to change super funds; Income protection benefits.
- Paying Off the Mortgage Pays. Roth, Allan S. // Financial Planning;Oct2013, Vol. 43 Issue 10, p77
The author calls on financial advisors to encourage their clients to either pay down or pay off their mortgages in order to cut risk and increase returns. Issues that financial planners might address with most new clients are described, including how much risk they should take. Comparing...
- Risking Your Money Again? Quinn, Jane Bryant; Ehrenfeld, Temma // Newsweek;11/10/2003, Vol. 142 Issue 19, p43
Encourages individual investors to develop a personal investment policy. Determination of personal goals; Choice of appropriate investment depending on the timing of needs; Emphasis on diversification and discipline; Availability of financial planning advice.
- BOND FUNDS VERSUS EQUITY FUNDS: A STUDY OF PERFORMANCE. Altfest, Lewis J. // Journal of Financial Planning;Jul1990, Vol. 3 Issue 3, p128
This study provides the first comprehensive analysis of the performance of bond funds. It finds that there is no consistency in the relative rankings of individual bond fund results over time, and that their risk-adjusted performance is modestly negative relative to the overall market. It...