Can Personal Financial Planning Save Us from Bubbles?

Ciccotello, Conrad S.
January 2009
Journal of Financial Planning;Jan2009, Vol. 22 Issue 1, p38
Academic Journal
The article discusses investment bubbles that have occurred in the United States in the past and possible steps that can be taken to protect investors from bubbles in the future. Mistakes that the author feels people make regarding their investments are mentioned, such as not being able to separate short term and long term investment goals. Steps that the author feels investors should take in order to protect themselves from fluctuations that occur with investments are discussed, such as setting investment goals and not basing investment decisions on what everyone else is doing.


Related Articles

  • Top Stocks From Wall Street's Top Pros. Feldman, Amy; Murphy, Brian P. // Money;Sep99, Vol. 28 Issue 9, p96 

    Offers suggestions from nine top investment analysts on where investors should put their money as of September 1999. Why Joe Riccardo suggests an investment in American Home Products; Andrew Shore's selection of Gillette; The investment potential of MBNA; David Wu's pick of Micron.

  • Seeking Purpose. Swift, Marie // Research;Apr2009, Vol. 32 Issue 4, p61 

    The article discusses intergenerational planning for family's investments. It examines the development of the Purposeful Planning system which aims to establish family bonds and assist the family wealth founder becomes the entrepreneur of the family legacy. It states that the system provides...

  • At your discretion. Davidson, Amanda // Money Marketing;7/27/2006, p46 

    The article discusses how to find a discretionary fund management service that fits the client's requirements in Great Britain. It describes a client who was dissatisfied with her existing discretionary fund managers. The author details how she was able to choose a fund management service for...

  • Why Investment Advisers Forgo Commissions. Garmhausen, Steve // American Banker;9/9/2008 Community Banker, p4 

    The article discusses commissions for investment advisors. Darryl Presley, a financial adviser for First Bank, advised 2 clients to invest their $3 million rather than taking an upfront $150,000 or more sales commission. Presley advised them to invest through accounts which would ultimately...

  • Financial Peace. Sammons, Joey // Personal Excellence Essentials;Apr2011, Vol. 16 Issue 4, p12 

    The article focuses on the three steps to financial engagement that includes designating a coach, coming up with a clear, personalized plan and implementing, being accountable and achieving the plan.

  • Waste of money and intimidating: Why retirees shun pensions advice. Holt, Natalie // Money Marketing (Online Edition);8/17/2015, p13 

    The article reports that according to a survey of people aged over 55 years in Great Britain, common reasons for avoiding financial advice included feeling advice is not needed, not affording it and feeling intimidated by advisers. The survey found that only 38 percent of savers understand tax...

  • Structured Sales of Appreciated Property: A Space Age Use for Fixed Immediate Annuities. Cordell, David M. // Journal of Financial Planning;Jan2006, Vol. 19 Issue 1, p40 

    This article deals with the importance of the structured sales of appreciated property to fixed immediate annuities. Fixed immediate annuity is important to the financial performance of an enterprise. Hence, an examination of the financial instrument was presented in this essay. Fixed immediate...

  • Should I Buy More Bonds as I Age? Feldman, Judy // Money;Jun2004, Vol. 33 Issue 6, p39 

    The article offers advice about retirement planning and investing in bonds. The old rule of thumb--subtract your age from 100 to get the percentage of your portfolio that you should have in stocks--never made much sense. It doesn't consider risk tolerance or goals. But unless you're rich, you'll...

  • What Is Good Research? Riepe, Mark W. // Journal of Financial Planning;Mar2003, Vol. 16 Issue 3, p38 

    This article focuses on the characteristics of sound investment research. Research is objective when its analysis, conclusions and recommendations are not influenced by any of the author's business considerations. While all research providers genuflect to the altar of objectivity, problems in...


Read the Article


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

Try another library?
Sign out of this library

Other Topics