How to Arrive at Better Capital Markets Forecasts
By Mike HenkelA process for making forecasts that actually make a difference in clients’ portfolios
June 10, 2011
Five Good Questions on Portfolio Theory with Hedge-Fund Manager Scott VincentThe author of “Is Portfolio Theory Harming Your Portfolio” discusses active vs. passive management
June 10, 2011
FPA in China: A Chinese Planner’s Analysis of Trip’s ValueA representative of the FPSB China shares her insights on financial planning in China and the value of the FPA’s trip.
June 10, 2011
How Much to Allocate to Annuities? EBRI's Critical AnalysisEBRI’s new research makes progress toward taking some of the guesswork out of the annuity allocation question.
June 10, 2011
Is Risk Bad? The Advisor’s Job in Finding the Balance Point for ClientsYes, protect clients from taking too much risk, but also ensure they can achieve their goals by taking appropriate risk.
June 10, 2011
California Appeals Court Holds STOLI Law Isn’t RetroactiveThe impact of the court ruling on a Lincoln Life policy: Does the 2009 anti-STOLI law apply to your clients’ policies?
June 09, 2011
The Future of LTC Rate Regulation?Last week, the California Assembly took one more step toward increased industry regulation. Members voted 4233 in favor of A.B. 999, a bill that seeks ...
June 09, 2011
The Future of LTC Rate Regulation?Last week, the California Assembly took one more step toward increased industry regulation. Members voted 42–33 in favor of A.B. 999, a bill that seeks ...
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