Financial Planning

Latest Issue: 07/01/2007

In This Issue

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1. 21st-Century Portfolios: To a growing number of sophisticated investors,... These aren't happy times for advisors who invest according to the strict principles of Modern Portfolio Theory. Earlier this year, Bill Sharpe came out with ... (PREMIUM PERIODICAL ARTICLE) 2. Serving small BUSINESS: Forging solid relationships with small-business... If you're one of Chris Bidwell's competitors, be afraid-be very afraid. The veteran Smith Barney advisor has designed a total of 55 retirement plans for ... (PREMIUM PERIODICAL ARTICLE) 3. BEYOND MARS AND VENUS: What do women want from their advisors? a connection,... The world we live in has changed drastically over the past 30 years years, but you wouldn't know it, judging by the way most financial ... (PREMIUM PERIODICAL ARTICLE) 4. The Jet Set: For some clients, access to a private plane is a necessity-or... Financial advisors are called upon to help wealthy clients make all sorts of decisions: stocks or bonds, living or irrevocable trust, even Hummer or hybrid. (PREMIUM PERIODICAL ARTICLE) 5. Buy Default: The Pension Protection Act gives business owners more... The Pension Protection Act (PPA) of 2006 and subsequent rules proposed by the Department of Labor have been praised for the freedom they give plan ... (PREMIUM PERIODICAL ARTICLE) 6. RMD Traps: Are your clients taking their required minimum distributions... Tax time has come and gone, and once again the single biggest IRA mistake was: missed required minimum distributions (RMDs), for IRA owners and beneficiaries. (PREMIUM PERIODICAL ARTICLE) 7. Comeback Kid: ryan jacob's internet fund is solidly in the black. but... More than seven years after launching his high-tech fund, Ryan Jacob still has a hard time leaving behind the ghost of the Internet past. Given ... (PREMIUM PERIODICAL ARTICLE) 8. Funds and Games: several regulatory issues are floating around the SEC. The Securities and Exchange Commission has been grumbling about mutual fund reform for months, promising a renewed look at the independence of fund boards, the ... (PREMIUM PERIODICAL ARTICLE) 9. Tool Time: Do you have the management tools you need to turbocharge your... I have to confess. I am an unabashed fan of the show Home Improvement and character Tim "the Tool Man" Taylor. One of my favorite ... (PREMIUM PERIODICAL ARTICLE) 10. Bonds for Wealth: Many advisors-and investors-think of bonds as perfect... Advisors and their clients often use bonds to meet income needs. This is especially true when it comes to building portfolios for retirees who need ... (PREMIUM PERIODICAL ARTICLE)
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