PODCASTS
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May 2012
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Seeking Alternatives to Long-Term-Care Insurance
by Tom Nawrocki
In long-term-care planning, advisers must overcome client and family resistance to tough conversations, unpredictable but rising costs, and ever-shifting health care options. What are the alternatives to insurance, and how can you break through the emotional and financial barriers?
Sustainable Withdrawal Rates: The Historical Evidence on Buffer Zone Strategies
by Walter Woerheide, Ph.D., ChFC, CFP®, and David Nanigian, Ph.D.
A buffer zone strategy may achieve no significant advantages over a static asset allocation, but it may induce clients to accept stock exposure.
Risk Tolerance Questions to Best Determine Client Portfolio Allocation Preferences
by Michael A. Guillemette; Michael Finke, Ph.D., CFP®; and John Gilliam, Ph.D., CFP®, CLU
This study tests the effectiveness of risk tolerance questionnaires by comparing them to recent investment changes clients made. An appendix provides best-practice risk tolerance questions.
Next Issue (June 2012)
SPECIAL REPORT: Trends in Investing
Including survey findings from five years of FPA Research Center data and articles by Carly Schulaka; Michael E. Kitces, CFP®, CLU, ChFC; Brad McMillan, CFA®, CAIA, MAI, AIF®; and Carsten Brzeski.
Integrated Tail Risk Hedging: The Last Line of Defense in Investment Risk Management
by Jerry A. Miccolis, CFA, CFP®, FCAS, and Marina Goodman, CFP®
Life Planning: Living into a Firm’s Name
by Lazetta Rainey Braxton, CFP®
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