Tech Wreck

Jahnke, William
June 2001
Journal of Financial Planning;Jun2001, Vol. 14 Issue 6, p46
Academic Journal
Criticizes the practices of financial planners regarding investment choices in light of the collapse of technology stocks in 2001. Problem of the asset allocation policy doctrine applied by financial advisors; Disadvantages of a form of risk management practiced by financial advisors; Description of the valuation methods applied to the technology sector; Benefits of basing investments on discounted cash-flow valuation principles; Recommendations to financial planners.


Related Articles

  • Growing Dividends. Lisanti, Joseph // Financial Planning;Aug2013, Vol. 43 Issue 8, p75 

    The article offers advice on how U.S. financial advisors can create handsome total returns for their clients by focusing on payout increases. It cites the risk facing planners selecting dividend-paying stocks and funds for their clients and the reasons advisors prefer funds over individual...

  • Research--don't be sold to... Samuel, Adam // Money Marketing;4/17/2014, Issue 1432, p36 

    The article advises independent financial advisers to conduct research on products and their associated risks to avoid risks.

  • Avoiding the risk profiling pitfalls. Wilcox, Colin // Money Marketing;11/26/2015, Issue 1511, p53 

    The article highlights several common risk profiling pitfalls for financial firms to be aware of including poorly defined risk categories, over-reliance and failing to monitor output.

  • Gathering nuts after May. Curtis, Alan // Money Marketing;6/29/2006, p55 

    The article discusses the way investment portfolios are managed at Lazard financial services firm in the face of market change as demonstrated by the global readjustment of risk perception that occurred on May 10, 2006. From the firm's viewpoint, returns on equity have been improving since 2002...

  • Over seas Under Priced. Korn, Donald Jay // Financial Planning;Nov2002, Vol. 32 Issue 11, p81 

    Focuses on the interest of U.S. investors in foreign stock investment. Key advantages of foreign stocks over U.S. companies; Attitudes of financial planners towards foreign stocks.

  • Profiting in a trading range. Neal, Jeff // Futures: News, Analysis & Strategies for Futures, Options & Deri;Sep2003, Vol. 32 Issue 11, p40 

    Discusses the 'dual butterfly' approach, one of the most versatile and risk-controlling strategies for the short-term trading of equities. Trading objectives and rules; Risk/reward summary; Implications on equity trading.

  • Reality Therapy. Clark, Bob // Financial Planning;Feb2002, Vol. 32 Issue 2, p95 

    Discusses the significance of the role of financial planners in the management of investment risks by financial planning clients. Results of a survey on the attitude of financial planners toward their clients and clients toward financial planners; Cause of the problem with the financial...

  • Financial advisors and multiple share class mutual funds. Jones, Michael A.; Lesseig, Vance P.; Smythe, Thomas I. // Financial Services Review;Spring2005, Vol. 14 Issue 1, p1 

    The development of multiple share class mutual funds has complicated the investment decision for individual investors such that the advice of financial advisors is heavily relied upon to make the best choice. However, there have been accusations that advisors are influenced by factors other than...

  • The perfect blend.  // Money Marketing;7/1/2012, p30 

    The author responds to a column written by Chris Gilchrist urging financial advisers to dispose of psychometric investment risk questionnaires. He explains the importance of psychometric risk profiling in the advisory process. He explores the usefulness of risk capacity and risk tolerance...


Read the Article


Sign out of this library

Other Topics