Looking Back on 2010 and Forward to 2011

Evensky, Harold; Clark, John; Boscaljon, Brian
January 2011
Journal of Financial Planning;Jan2011, Vol. 24 Issue 1, p35
Academic Journal
The article discusses the financial planning and investment research and resources in the U.S. It mentions the initiatives of John Clark and Brian Boscaljon, who offered suggestions for New Year's resolutions for financial planning researchers and reflections on some interesting studies for financial planners. It lists research areas for 2011 identified during the meeting of the Financial Planning Association (FPA) and the Academy of Financial Services (AFS) in Denver, Colorado on October 9, 2010. It reviews several articles including "Dynamic Portfolio Choice with Deferred Annuities" which appeared in the November 2010 issue of the "Journal of Banking & Finance" and "Individual Annuity Demand under Aggregate Mortality Risk" in the June 2010 issue of the "Journal of Risk and Insurance."


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