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.
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
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'
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
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.
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
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.
Investing for Financial Planners: July 26-29,
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.