Post-Crash Investing Practices Maintain Favor in Rebound

Schulaka, Carly
June 2011
Journal of Financial Planning;Jun2011, Vol. 24 Issue 6, p30
Academic Journal
The article focuses on the Trends study of the Financial Planning Association (FPA) on the growing use of exchange-traded funds (ETFs), alternative investments, and real estate investment trusts (REITs) as investment vehicles used by the financial planners in the U.S. The author states that advisers are maintaining their post-crash investing philosophy of seeking the best risk adjusted returns which focuses on stability, diversification, and alternatives to long strategies. According to the Investment Company Institute, the growing use of ETFs have gotten the attention of advisers and consumers. The REITs outperformed the broader equity markets in 2010 and continues in the first quarter of 2011, according to the National Association of Real Estate Investment Trusts (NAREIT).


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