TITLE

Reader Spotcheck

PUB. DATE
May 2001
SOURCE
Journal of Financial Planning;May2001, Vol. 14 Issue 5, p27
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents results of a survey on the pulse of readers of the Journal of Financial Planning on issues concerning financial planners as of May 2001. It was found that the March Workshop article suggested that collaboration with other affiliated professionals was a primary way for the sole practitioner to grow his/her business. Kenn Tacchino and Cynthia Saltzman's article in the March issue discussed the merits of including Social Security income when projecting client's retirement. William Jahnke's Investment Research column discussed unrealistic assumptions about stock market returns. The current business climate for the financial planning practice of the journal was up .51 from April. However, the journal's investment confidence index was down .83 on a scale of 1 to 10.
ACCESSION #
4459879

 

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