Archive for the ‘Financial Planning’ Category
Thursday, December 10th, 2009
All investors are not created equal. That’s why financial planners start their first client meetings with a discussion of money attitudes, goals and risk tolerance – the driver at the root of all investment decisions. Some planners do this by general conversation, others by detailed surveys they ask their clients ...
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Wednesday, November 25th, 2009
1. Why should I write a check to a fee only advisor when I could just pay a commission on a financial
product I buy?
Commission‐tied financial products are not free and the commission can be huge. For example, when you purchase investments from a commission‐tied financial products sales person, your dollar ...
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Friday, February 1st, 2008
It’s been a wild week on Wall Street. When trading reopened on Tuesday after the Martin Luther King holiday, the Federal Reserve Board responded to world pressure and swooped in with a rate cut to put a floor on Dow losses that were approaching 20 percent since last October. By ...
Posted in Economics, Financial Planning | No Comments »
Thursday, May 25th, 2006
It’s one of the seven steps of the financial planning process. But, oftentimes, it’s the one step that gets overlooked. It’s the seventh step – the annual financial check-up. The annual financial check-up is indeed the most important of the financial planning steps. And yet, financial planners and clients sometimes ...
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Tuesday, December 13th, 2005
If the term “financial planners” evokes visions of equities and equity mutual funds—selected to implement financial plans they developed for clients in accordance with their investment goals and tolerance for investment risk—it should not be surprising.
Equity Ownership in America, 2005, a study recently released by the Investment Company Institute ...
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