Financial Planning

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• Features

• The Perfect Alternative

  

  By Suzanne McGee

  In a bear market, finding assets with a reliably negative correlation to stocks and bonds is all the more crucial—and all the more difficult.

• Financial Planning's Software Survey 2008

  By Joel P. Bruckenstein

  In a tight economy, good software can mean the difference between going strong and growing frustration. Our second annual survey tells you how your peers are getting the job done.

• Columns

• Financial Imagineers

  By Deena Katz

  During a downturn, your most important job is to guide clients into the world of tomorrow.

Industry Insight

• Hello, Future

  By Bob Veres

  To our children's children's children: Is the storm over? That matters less than the lessons it taught us.

The Elite Advisor

• Go Team!

  By John J Bowen Jr

  Build a template for the ideal high-performance team in your practice.

• Industry

• RIA Power

  By Brooke Southall

  RIAs may be the most robust asset-gathering force in the industry.

Fund Manager

• The Happy Investor

  By Ilana Polyak

  A chaotic stock market means more bargains for Forester Value.

• Departments

My Word

• Life Goals

  By John E. Girouard

  Before planning your clients' financial futures, find out what they'd like to accomplish.

The Portfolio

• What Just Happened

  

  By Stephen Savage

  Fourth-quarter client meetings will test even veteran advisors' ability to describe performance.

• Balancing Acts

  

  By Gobind Daryanani

  In turbulent times, opportunistic rebalancing can help you capture alpha.

• Submerging Markets

  

  By Donald Jay Korn

  Emerging markets have underperformed major stock markets this year, and that's no easy feat.

The Practice

• Ten Simple Things

  By Steve Moeller

  Finding personal peace in spite of today's market may depend on making the right nonfinancial moves.

• Setting Yourself Apart

  By Scott Schutte

  Better-heeled retiring baby boomers may already have financial advisors. To convince them to switch, offer to be their financial coordinator.

The Client

• Taxes: Going Up?

  

  By Jeanne Lee

  The high likelihood of tax increases may reverse classic strategies: Instead of advising clients to defer taxes, planners might suggest paying them sooner.

• Tough Decisions

  

  By Donald Jay Korn

  Fifty-something retirees may have to choose between emptying IRAs and slashing spending.

Data

• New Sales Creep Up

  

  By Frank O'Connor

  New sales increased slightly in the second quarter, but are down significantly for the year.

• High Net Worth

• Vultures Circling

  

  By David E. Adler

  Uncertainty over federal action is keeping investors from swooping down on distressed assets.

• Home Grown

  By Jim Grote

  By having interns on board year-round, Lou Stanasolovich ensures that his firm, Legend Financial Advisors, has a pipeline of qualified candidates for full-time positions.

• Get It While You Can

  

  By Martin M Shenkman

  The days of GRATs might be numbered, so clients may want to consider their benefits now.