Financial Frontiers Awards: Stay Tuned for Results
We’re reviewing the 2008 Financial Frontiers Awards entries. Winners will be announced by July 15, 2008.
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Small-Business Owners Squeezed by Health Insurance Debate
by Nancy Opiela
Small-business owner clients are struggling with the rising cost of providing medical coverage for their employees. One answer is consumer-driven plans, while professional organizations and C corporations are other options. But the biggest key is to simply counsel owners on the options, as many remain in the dark.
Leveraged ETFs: A Risky Double That Doesn’t Multiply by Two
by William J. Trainor, Jr., Ph.D., CFA, and Edward A. Baryla, Jr., Ph.D.
Leveraged exchange-traded funds seek to multiply the daily performance of market indexes both on the long and short side. But Monte Carlo simulation shows that while they work as advertised for the short haul, on a long-term basis they don’t work well for the risk they take.
A Context for Considering Variable Annuities with Living Benefit Riders
by John H. Robinson
Are variable annuities with a guaranteed lifetime withdrawal benefit rider worth the high expense? Yes, in some bear markets, concludes the author.
Financial Planner’s Guide to the FHA Insured Home Equity Conversion Mortgage
by Douglas Skarr
Retirees are turning to reverse mortgages in dramatically larger numbers. This article helps planners more thoroughly understand how the FHA reverse mortgage works, and shows through cash flow illustrations the costs/benefits of the reverse mortgage option versus other equity-based financing strategies.
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Available after the 20th of each month
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Keeping Estate Plans Flexible in Light of Changing Tax Laws
by Richard F. Stolz
Options for a Pension Plan Lump Sum
by Allen F. Jacobson, Jr., FSA, CFA
The Economics of Donor-Advised Funds
by Bradley D. Childs, Ph.D., J.D.; John S. Gonas, Ph.D.; and Jeremy P. Thornton, Ph.D.
The Efficacy of ‘Life Planning’ Communication Tasks in Developing Successful Planner-Client Relationships
by Carol Anderson and Deanna L. Sharpe, Ph.D., CFP® |
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