What We Know Now: Planners Reflect on 2009

Lee, Shelley A.
January 2010
Journal of Financial Planning;Jan2010, Vol. 23 Issue 1, p22
Academic Journal
The article focuses on the views of financial planners on lessons they learned from the financial crisis in 2009. Jamie Lapin of Risk Management Group Inc. comments on the significance of risk and how planners practice. Adviser Michael Mazzilli discusses risk tolerance questionnaires. Rick Mayo of Raymond James Financial Services comments on asset allocation.


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