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Talking Point

Working with Irrationality

Behavioral finance expert Dan Ariely says the fact that clients often make decisions that defy logical expectations is just a variable you need to understand. What kinds of irrational behavior do you see in your clients? More>

 
 
 

September 2010

September 2010 Cover

Finding the Planning in Financial Planning

by David B. Yeske, D.B.A., CFP®

The planning part of financial planning—the strategy-making—has always been the hardest part to dissect, study, and measure. The author proposes a framework for organizing and testing the strategy-making activities of practitioners. More>


 Roth Accounts: Seeing the Forest for the Trees

by Matthew B. Kenigsberg, CFA

 
Roth conversions are much more than a simple bet on the client’s future marginal income tax
rate. This article provides a structured approach to analysis to help clients make decisions about
conversions and contributions. More>


10 Questions with Dan Ariely on Irrationality and What to Do With It

Next Issue (September 2010)

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