Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Who's on Deck?
By James J. GreenFollowing the demise this year of Bear Stearns, the federal takeover of Fannie Mae and Freddie Mac, the bankruptcy filing of Lehman Brothers, and the...
September 01, 2008
Managing Mental DeclineWhat do you do when an older client begins to phone you repeatedly, asking over and over for information that she has already heard? In Bethesda,...
September 01, 2008
The Global PlannerHere's a startling statistic: By the end of this year, the number of non-U.S. CFP certificants will likely surpass the number of U.S. certificants. It's...
September 01, 2008
What NOT to Do in a Bear MarketAs of this writing, the stock market is in turmoil. Major financial institutions are on the brink of collapse, and our country's entire mortgage industry...
August 31, 2008
Chunk it down: Success every 24 hoursSuccess. Many financial advisors go about getting it as if they expect it to be here right now. Yet, success eludes so many. Why? My experience shows me that it's a simple clarity and goal issue.
August 20, 2008
Americans Feel Better About Finances: SurveyAmericans are slightly more optimistic about their own financial situations than they were a couple of months ago, a bimonthly survey finds.Country Insurance & Financial ...
August 01, 2008
AIG Taps Jeff Auld to Head Two FirmsAIG Advisor Group says Jeffrey M. Auld is now president and CEO of AIG Financial Advisors and American General Securities. Auld succeeds James R. Cannon,...
August 01, 2008
You've Got to Have FriendsI read your recent article "With Friends Like These..." (Clark at Large, IA July) with interest. I am not sure what to think about the...