What Keeps You Awake at Night?

Opiela, Nancy
May 2001
Journal of Financial Planning;May2001, Vol. 14 Issue 5, p74
Academic Journal
Focuses on factors that concern financial planners. It was found that planners have plenty of issues in mind from market volatility and client relationships to practice management issues and the future of financial planning. According to Mary Smidt, certified financial planner at Heartland Investment, market volatility cause her to revisit clients' asset allocation. Diversification issue is at the forefront for Brian Grodman of Grodman Financial Group. According to him, people who have not diversified enough have much greater volatility in their portfolios. The stock market's downward spiral has triggered a specific frustration for Dick O'Polka of McMahon O'Polka Guelcher & Associates. He is bothered by what he sees as his clients' inability to define their risk tolerance.


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