Financial Frontiers Awards

Hosted by Janus Capital Group and FPA

Winners for 2008 have been announced. The deadline for 2009 entries is March 3.

2008 Winners
Submission Guidelines

 

Current Edition

Previous Editions


Online-only content available after the 20th of
each month.

 

Talking Point

In the latest 10 Questions feature (PDF | 3.5MB), Hal Brill, co-founder of Natural Investments and co-author of Investing with Your Values, says people have healthy relationships with money when they align their spending with their moral values. More>


 
 
 

September 2008

September 2008 Journal CoverFirst Aid for Clients in Emotional Crisis

by Richard F. Stolz

It's often challenging enough to get average clients to follow your financial advice. But working with clients suffering emotional distress from divorce, terminal illness, a special needs child, or other traumatic circumstances requires extra care. More>


When Should Retirees Retrench? Later Than You Think

by Gordon B. Pye, Ph.D.

Sure, a 4 percent annual withdrawal rate may be a desirable "safe" goal for retirees, but what if they haven't saved enough for that 4 percent to maintain their pre-retirement standard of living? They'll have to "retrench"—but often later than you might think, finds this research. More>


Benefits and Management of Inflation-protected Treasury Bonds

by Peter James Lingane, EA, CFP®

Treasury Inflation Protection Securities, or TIPS, have outperformed conventional Treasury bonds over the past decade due to underforecasted inflation and shrinkage of the higher-than-expected yield premium. That superior performance may not be sustained. More>


Next Issue (October 2008)

Is Outsourcing Portfolio Construction the Wave of the Future?

By Susan B Weiner, CFA


Using Behavioral Investor Types to Build Better Relationships with Your Clients

By Michael M. Pompian, CFP®, CFA


The Financial Planning Act of 2008

By Dan Moisand, CFP®