December 2009
Asset Allocation in a Crisis
: Ways to Reduce Risk and Add Return
By Brian J. Jacobsen, Ph.D., CFA, CFP®
November 2009
A
Behavioral View of How People Make Financial Decisions
By Keith Redhead
October 2009
Investment
Real Estate: An Alternative to Fixed Income
By Mary Ellen Kuesel, CFP®
September 2009
Lessons from 2008: Risks and Opportunities for Investment
Professionals
By David Feldman
People Skills: The Competitive Advantage In Today's New
Economy
By Bill Bachrach, CSP
August 2009
Planning in
the Post-2009 Recessionary World
By Lisa A.K. Kirchenbauer, CFP®,
RLP®
July 2009
Using Discretionary Overlay in Anticipation of Higher Capital
Gains
By John Phoenix
Driving Employee
Satisfaction
By Rebecca King
June 2009
SEC's
Proposed Amendments Signal a Shifting of Audit Costs to
Advisers
By Eric
Clarke
May 2009
Will Obama's Proposal to Cap Charitable Deductions Affect
Giving?
By Tony Martignetti, Esq.
April 2009
Building Trust in the
Age of Madoff
By
Bill Bachrach
March 2009
Low Interest Rates Make Intra-family Loan Transactions
Appealing
By Kristi Mathisen and Barbara Potter
RMD Holiday
Provides Opportunity for Investors
By Donald L. McCoy, J.D., CMFC
E-mail
Technology for Compliance Managers
By Ash Bhatnagar
February 2009
Roth IRA Conversions-A Golden Opportunity for Advisors and
Clients
By Michael C. Slemmer, CFA, and Ben Norquist
January 2009
Making the Mortgage Insurance Purchase Decision When Premiums Are
Tax Deductible
By John Hatem, Chris Paul, and William H. Wells
December 2008
Disaster
Recovery and Technology for Compliance Managers
By Ash Bhatnagar, CFP®
Tax-Loss
Harvesting: The Rebalancing Act
By Lee C. McGowan, CFP®
FPA
Releases Best Practices for Rules of Conduct
By Duane Thompson
November 2008
Default Taxation: The Hidden Costs of Mutual Fund
Investing
By Glen Janken, CFP®, CLU
October 2008
Longevity
Insurance: Financial Product for the Ages
By Andrew L. Gespass
Effective
Marketing Methods for Retirement Income Clients
By the Financial Planning Association
September 2008
Revocable
Trusts: An Old Tool for a New Defense
by Michael G. Rudd, CFP®
A True Profession
for True Professionals
by Terrance J. O'Hara, J.D.
August 2008
Capital Gains and Dividend Tax Rates Will Likely Increase in 2009;
Will You Be Prepared?
by Michael Finke, Ph.D., CFP® and Tom Langdon, JD,
CFP®
July 2008
Using Unit Investment Trusts to Outperform the Market
by Shimshon Plotkin, CFP®, CFS
2008 Financial Frontiers Awards Winners Selected
by FPA staff
June 2008
A Taxing Issue: How to Reduce or Eliminate a 2210 Penalty
by Natalie Michalek, CFP®, J.D.
Explaining IPS Benefits to Boomer Clients
by Christopher T. Lawson
May 2008
Communication Issues in Life Planning: A Conversation with Carol
Anderson and Deanna L. Sharpe, Ph.D., CFP®
by FPA Staff
Company-Sponsored Financial Counseling: The Executive Benefit Every
Shareholder Can Applaud
by The Colony Group
April 2008
Accounting for Inflation in Financial Planning: A Comparison of Two
Solutions to Complex Planning Problems
by By Thomas Eyssell, Ph.D., CSA
Investors Unclear on Levels of Protection Offered by Brokers and Advisors
March 2008
Writing About Investment Management Concepts
by Lisbeth Wiley Chapman
Practice Efficiencies Versus Economies of Scale
by FPA staff
February 2008
Investing the Assets of a Charitable Remainder Unitrust
by Barton J. Bradshaw, J.D.
January 2008
Tax Planning for Clients With Two or More Residences
by Richard C. Watson III, JD, MSFS, CFP®,
ChFC®, CLU®, EA
December 2007
Year-end Tax Planning with Charitable Giving
by Robin R. Ganzert, Ph.D., AIF, CCM, CMA
October 2007
Medicare's Prescription Drug Plan Finder: Using Technology to
Benefit Medicare Clients
by Phillip Fuller, DBA, Betty B. Green, and Michael M.
Grayson, DBA, CPA
August 2007
'Instant Experts,' Indeed!
by John L. Olsen, CLU, ChFC, AEP
July 2007
Working with Trust and Estate Attorneys
by Scott Nelson, J.D., CPA
June 2007
Nonprofit Firms Face Challenges and Opportunities as Baby Boomers Retire
Interpersonal Communication Skills Matter More than Technical
Expertise
by Neal Van Zutphen, CFP®
May 2007
Notions About Long-Term Investments
by Krisztian Fekete and Kermit C. Zieg, Ph.D
March 2007
The Disability Claim Buyout
by Arthur L. Fries, RHU
February 2007
The Question of 'Custody'
by Eric Clarke
January 2007
12 Ways to Give During (and Beyond) the 12 Days of Christmas
November 2006
'Thank You for Watching!'
by Shelley A. Lee
October 2006
Identity Protection: A New Dimension in Risk Management
by Paul S. King, CFP®
September 2006
Is Collaboration Enough?
by Philip J. Statz, RFC
Advising Worried and Anxious Clients
by Brent Kessel, CFP®
August 2006
Facing the Truth About Loss of Independence: How Advisors Can
Help
by Karen Henderson
July 2006
Will The True Monte Carlo Number Please Stand Up?
by Moshe A. Milevsky and Anna Abaimova
June 2006
Derived Corrections to Calculator Solutions for Certain
Inflation-Adjusted Annuity Problems
by Lemuel W. Davis, CFP®
May 2006
Investors Unclear on Levels of Protection Offered by Brokers and Advisors
March 2006
Myths and Facts About Identity Theft
by Amanda Welsh, Ph.D.
Oh, How the Times Haven't Changed: Men Still Bring Home More of the Bacon
Accounting for Inflation in Financial Planning: A Comparison of Two
Solutions to Complex Planning Problems
by Thomas Eyssell, Ph.D., CSA
The Real Problem with the Social Security Program
by Mark Schaub
February 2006
Comparing Split-Interest Charitable Trusts
by Suan E. Anderson, Ph.D., CPA, CFP®
SRI Assets Show Faster Growth Than Other Investments, Report Says
Managed Accounts Can Reduce Operational Risks of Hedge Fund Investing, Study Shows
January 2006
Survey Maps Emotional Stages of Retirement
December 2005
Baby Boomers Retire with Greater Wealth Than Predecessors, Study Finds
An Estate Plan for Santa Claus
by Daniel P. Stuenzi, J.D.
The Future of Hedge Funds: Five Emerging Trends
by Mitchell D. Eichen, J.D., LL.M., and John M. Longo, Ph.D.,
CFA
November 2005
Legacy Lessons: A Conversation with Harvard University's Charles W. Collier
Social Security Benefits: An Excel Spreadsheet Construct
by Brian J. McKenna, J.D., CFP®, CPA, CFA
October 2005
Some Employers May Be Missing Cost-Saving Opportunity Available Through Medicare Part D
September 2005
Women and Philanthropy: Inspiring and Engaging Your Clients in
Giving
by Eva Marer
August 2005
Rare Coins: A Distinct and Attractive Asset Class
by Robert A. Brown, Ph.D., CFA
Research Finds Huge 'Legacy Gaps' in Baby Boomers' and Elders' Views of Inheritance
July 2005
Are Your Clients' Assets and Collectibles Properly
Documented?
by Katharine Richardson
For Real Estate, Timing Is Everything
Out-of-Court Adjustment an Alternative to Bankruptcy
June 2005
Interview with Jeremy Siegel: What Is the Future for
Investors?
by Nick Schulz, editor of TechCentralStation.com
"The Future of Retirement" Around the World
The Principles of Passionate Financial Planning
by Thomas T. Brown
May 2005
Is Retirement an
Option or a Mistake?
by J. Peter Lindquist
Missing the Ten Best
by Paul J. Gire, CFP®
Transamerica Survey Reveals that Women's Retirement Security May Be at Risk
April 2005
Hispanic Market an Opportunity
Terminating a Private Foundation
March 2005
Many Wealthy Americans Have Done Nothing to Protect Assets
Uncovering Hidden Assets, Addressing Unspoken Needs: What a Form
1040 Can Provide
by the National Marketing Action Team (NMAT)
February 2005
The Unique Ability of Community Foundations to Meet Clients'
Needs
by Angela B. Rateau, J.D., CFP®, and Robert L.
Thalhimer
AMT Q&A
with Michael Kitces, CFP®, ChFC, REBC,
RHU
The Future of Advice: Research Results
January 2005
Motivating Clients to Develop Constructive Financial Behaviors:
Strategies for Financial Planners
by Barbara O'Neill, Ph.D., CFP®,
CRPC®
Advising Hands-On Donors: Partnering with Community Foundations to Support Venture Philanthropy
The Key to Reducing Investing Mistakes: Understand Your Investing Personality
December 2004
An Update on Public Policy Changes Affecting Long-Term
Care
by J. Tim Query, Ph.D.
Portrait of the Recently Retired: Worried About Money, Half Living
on Less—and They're Satisfied
by Putnam Investments
November 2004
Mutual
Fund Revenue Sharing and the Role of the Fiduciary
by Kenneth P. Moon, Ph.D.
More
Seniors Turn to Financial Advisors During Retirement
Lincoln Long LifeSM Institute
