10 years ago in the Journal

May 2002
Journal of Financial Planning;May2002, Vol. 15 Issue 5, p23
Academic Journal
This article recalls that in 1992 the Journal of Financial Planning carried articles on developing investment policy statements for qualified plans, planning strategies using the Chapter 14 estate freeze and guidelines for rebalancing passive investment portfolios.


Related Articles

  • Dealer model challenged. Pokrajac, Milana // Money Management;8/8/2013, Vol. 27 Issue 30, p6 

    The article reports on the unsustainable issues facing the traditional financial planning dealer group model in the post-Future of Financial Advice (FOFA) period in Australia.

  • Platform Plays. Black, Pamela J. // Bank Investment Consultant;May2010, Vol. 18 Issue 5, p4 

    An introduction to the journal is presented in which the editor discusses the significance of financial planning and investment strategy, the articles "The Lost Art of Listening" and "Easing Into Pretirement."

  • Here Comes The... Bridesmaid. Britton, Diana // REP.;Feb2013, Vol. 37 Issue 2, p24 

    The article reports on The Leuthold Group's January 2013 research report, which found that investing in the second-best performing asset class of the previous year is the optimal price-based strategy,

  • Don't get trampled by the 'herd'. Ross, Janet // Hays Free Press (Buda, TX);8/7/2013, Vol. 111 Issue 19, p1D 

    The article offers tips on investing which include looking for quality investments and creating a viable strategy for achieving financial goals.

  • How To Be Both Rich And Happy! MacKenzie, Warren // Canadian MoneySaver;Nov2015, p28 

    The article presents the author's views on the tools and techniques used for living happy and wealthy life of investors which includes the implementation of a good financial plan, importance of investment portfolio and performance report.

  • CE QUIZ JUNE '14.  // Financial Planning;Jun2014, Vol. 44 Issue 6, p117 

    A Continuing Education (CE) Quiz, based on articles in the June 2014 issue of "Financial Planning" magazine is presented.

  • MIStakes to haunt industry. Taylor, Mike // Money Management;6/3/2010, Vol. 24 Issue 19, p12 

    The article discusses the impact of the agribusiness managed investment schemes (MISs) on the financial planning industry.

  • A New Dawn, A New Day, A New Life... Are You Feeling Good? Henderson, G. Derek // Canadian MoneySaver;Nov2015, p14 

    The article offers suggestions for financial planning and investments including the use of alternative investing tools, having different investing strategies for maximizing returns and formulating one's goals.

  • Room for manoeuvre.  // Money Marketing;6/28/2012, p44 

    The article offers information on a financial planning problem wherein a client needs to share the income from his four pension plans with his former wife after his retirement, and plans to continue his investments in equities. It discusses the preference of the client to invest in a Sipp fund...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics