Advisers Regaining
Investing Confidence
by Carly Schulaka
After seeing a shift in core investing philosophies from 2008
to 2009, when clients and advisers were reeling from the market
crash of October 2008, it appears advisers are regaining confidence
in their investment decisions. According to FPA's 2010
Trends in Investing survey-the third year such research has
been conducted-advisers seem confident with the investment vehicles
they currently use and recommend.
The
Emerging Trend of Tactical Asset Allocation
by Michael E. Kitces, CFP®, CLU, ChFC, and
Kenneth R. Solow, CFP®, CLU, ChFC
Recent survey data appear to suggest that many planners have
already rejected the idea that markets are efficient, and have
started down the road of tactical asset allocation in some manner
or another.
Finding Investment Opportunities in Today's Credit and Real Estate
Markets
by Timothy D. Welsh, CFP®
In today's disturbed economic environment, two areas
where advisers may find opportunities to add value to their
clients' portfolios are in the credit and real estate markets.
Understanding Inflation: Strategies to Protect Clients'
Assets
by Joseph Becker
Financial advisers need to be vigilant and develop strategies
for risk management. The risk of inflation remains a subtle yet
corrosive underlying current that all economic participants should
understand.
How New and Expected Tax Increases Will Affect Your
Clients
by Phillips Hinch
Few things affect earnings more than taxes. And given that the
2001 tax cuts are set to expire at the end of 2010, it's no
surprise that many FPA members are reevaluating asset allocations
to include anticipated and existing changes to tax law.
Online Exclusives
Risk
Management Planning for the New Normal
by Michael T. Carpenter
With the pace of worldwide change accelerating, stimulating
even more investor uncertainty, helping investors identify,
understand, and manage uncertainty and risk in a user-friendly way
will become an increasingly important part of full-service personal
financial planning.
3 Things You Don't Know
About ETFs
by Carly Schulaka
ETFs are often touted for their flexibility, transparency, and
tax efficiency. You likely knew that already. Here are a few things
you may not know about ETFs.
Related Events
Life-Cycle
Investing for Financial Planners: July 26-29,
2010
Join the distinguished faculty of Zvi Bodie, Susan Fournier, Rick
Miller, Robert Powell, and Paula Hogan at Boston University's
Executive Leadership Center for this exclusive four-day event.
