TITLE

Back to the Drawing Board

AUTHOR(S)
Jones, Michale L.
PUB. DATE
August 2009
SOURCE
Journal of Financial Planning;Aug2009, Vol. 22 Issue 8, p34
SOURCE TYPE
Academic Journal
DOC. TYPE
Opinion
ABSTRACT
In this article the author discusses aspects of financial life process in the U.S. He believes that rules for successful investment portfolio management have changed brought by financial crisis. He stresses that the industry is looking for new means to model and construct portfolios which will allow clients to meet the funding needed for a successful life plan. He points out that clients may suffer changes such as delayed retirements and financial goals may be altered.
ACCESSION #
43800567

 

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