Best of the Bunch
By Staff WriterIn evaluating a mutual fund or any potential investment, the prudent advisor always looks at the track record of the investment. The longer it is,...
September 01, 2003
Time to Make a New PlanIt's ironic, but in my experience there's no part of business management more misunderstood by financial planners than strategic planning. Time and again, I hear...
September 01, 2003
Spreading Words of WisdomLarry Swedroe says he's been "lucky in his career." A former vice chairman of Prudential Home Mortgage and senior investment banker at Citibank, Swedroe has...
September 01, 2003
Paths to SuccessShould we choose to make our investments actively or passively? While the arguments are fast and furious on both sides, there is a place for...
September 01, 2003
Second That EmotionIn his new book, Authentic Happiness, Dr. Martin Seligman, past president of the American Psychological Association, notes that happiness is the only human endeavor that...
September 01, 2003
Straight Talk From Ken FisherInsightful and blunt, Ken Fisher is an enigma. He shuns conferences for independent advisors and industry associations. Yet he is arguably the best known independent...
September 01, 2003
Facilitating the ConversationThe FPA Retreat is a chance for members, including the leaders, pioneers, and deep thinkers of the Financial Planning Association, to get together in a...
September 01, 2003
Her Own WayLarissa Poindexter is the kind of daughter that every elderly parent wishes they had. As if visiting often and keeping an eagle eye on her...