Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow
The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.
Has Your Profession Left You?
A high school teacher in Syracuse, N.Y., recently gained notoriety when he posted his resignation on his Facebook page. Jerry Conti’s lamentation about education—“I am not leaving my profession, in truth, it has left me”—immediately went viral.
What’s an Advisor’s Value?
A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
4 Misconceptions About Financial Advice From a Veteran Advisor
Paula Hogan has read the theoretical literature, and she’s contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.
Advisor Calls for Paradigm Shift in Financial Advice
Paula Hogan, a Milwaukee-based advisor, has laid out a model for financial planning that she argues is both more effective and more distinctive than conventional approaches.
? The FPA named Tom Potts as president-elect for 2009. In addition, six new members were elected to the FPA's board--Michael Branham, Diana DeCharles, Paula...
FPA Names New Leadership
In addition, six new members were elected to its board of directors - Michael Branham, CFP; Diana DeCharles, CFP; Paula Hogan, CFP, CFA; David "Dusty" Huxford, Jr.; Martin Kurtz, CFP;AIFA; and Michael
Extending the Definition
When viewing your clients' plans, do you include helping them manage their careers? Michael Haubrich thinks you should. When developing a comprehensive financial plan for...
Even the best-intentioned planners can run afoul o