TITLE

Using a Hierarchy of Funds to Reach Client Goals

AUTHOR(S)
Branning, Jason K.; Grubbs, M. Ray
PUB. DATE
December 2010
SOURCE
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p31
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on financial planning for individuals in the U.S. who are near the retirement stage. It discusses the difference between personal and institutional finance and the use of the modern retirement theory (MRT) to meet the client goals in any market condition. It adds that institutional finance covers large organizations which deals with company cash flows and risk management whereas personal finance involves risk management issues on longevity and conditions within longevity.
ACCESSION #
55781782

 

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