FPA on:
ONLINE ONLY content
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
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)
Coming Soon!
National Sponsor
Login
