Reader Spotcheck

February 2002
Journal of Financial Planning;Feb2002, Vol. 15 Issue 2, p23
Academic Journal
This article presents statistical data on readers' views on various issues related to financial planning. Results do not meet standards for statistical validation. William Jahnke's December 2001 column detailed Harold Evensky's recent opinion that financial advisors should not automatically assume that stocks will outperform bonds in the long-term. In the opinion poll 11.11% people said yes, 72.22% people said no and 16.67% people said maybe. In another poll conducted since September 11, 2001 terrorist attacks, client behavior is seen to have become the following: 52.78% people said that they are more averse to risk, 11.11% said more likely to change long-term plans, 30.56% were more likely to change short-term plans, 50% were likely to do estate planning, 22.22% were financially insecure and 13.89% said none of the above. In the current level of confidence in the investment environment as it relates to meeting client goals and objectives, there is a drop down of 0.05 from the previous month.


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