Reader Spotcheck

February 2003
Journal of Financial Planning;Feb2003, Vol. 16 Issue 2, p29
Academic Journal
The article presents the results of a poll to determine the pulse of readers of the Journal of Financial Planning on various issues as of February 2003. Recommendations to clients regarding asset allocation of their portfolios in terms of short-term treasuries and tips. Portion of an average initial client engagement covers basic financial issues like creating a budget, managing debt and creating adequate savings. Reaction to changes in economic leadership in the U.S. Securities and Exchange Commission, the Treasury Department and economic advisor to the president.


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