Financial Planning

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• Features

• Future Shock

  

  By Donald Jay Korn

  The cost of long-term-care insurance has been rising. Are the companies that offer it still on solid ground?

• Is Healthcare Planning Your Next Business?

  By David E. Adler

  One thing keeps going up, and it's not the value of your clients' portfolios. As healthcare costs skyrocket, some forward-thinking planners are incorporating health coverage into their service model.

• Columns

• Take Care o' You

  By Deena Katz

  While the bear market growls, you'll benefit from reaching out—to peers and to clients—at the same time that you're cutting back on expenses.

Industry Insight

• Darwin vs. the Bailout

  By Bob Veres

  The marketplace is forcing advisors to innovate and change more rapidly than ever before. But that just makes us stronger.

The Elite Advisor

• Getting Formal

  By John J. Bowen Jr.

  Now is the time to make sure you have comprehensive investment plans in place for all of your clients.

• Industry

• Lagging Behind

  By Brooke Southall

  Health savings accounts' popularity is growing, but their complexity is hindering their broader use as a tax-deferred investment vehicle.

Fund Manager

• Bear's Best Friend

  

  By Ilana Polyak

  A stake in the grizzly bear can work as a hedge against further market drops.

• Departments

My Word

• Mission Critical

  By Martin R. Baird

  If you want to keep your clients, now is the time for truly exceptional service.

The Portfolio

• Back to School

  

  By Allan S. Roth

  Out of the mouths of babes... Second graders have a lot to teach their elders about money and financial planning.

• All Together Now

  

  By Craig L. Israelsen

  Analyzing correlation patterns shows that some assets are not providing hoped-for diversification.

• Investing in a Constant

  

  By Don Schreiber Jr.

  Dividend-paying stocks, long a workhorse for returns, provide reliable income streams that help prevent capital depletion in this bear market.

The Practice

• Watch Your Back

  By Donald Jay Korn

  Clients are bound to be unhappy with recent results, but planners who fail to produce a proper paper trail may be even unhappier.

The Client

• Fear, Loss, Loathing

  

  By Bob Margolis

  Clients' emotions are running high. Understanding the psychology of loss and grieving can help advisors deal.

• Back to the Rock Pile

  

  By Harold Evensky

  Your clients may feel like they have to suspend their retirement plans indefinitely. But some creative conversations may convince them otherwise.

Data

• Distrustful Investing

  

  By Stacy Schultz

  With the lack of trust in corporations, investors are trying to minimize single-stock exposure with ETFs.

• High Net Worth

• Succession Recession

  

  By Suzanne Mcgee

  According to the new Barclay's Wealth Report, business owners' lack of access to capital markets is holding back their succession plans.

Estate Planning

• Good Will in Tough Times

  

  By Martin Shenkman

  Now's the time to help clients keep their overall estate, financial and related plans in the groove.

Practice Profile

• Game Plans

  By Jim Grote

  With knowledge of complex tax issues and unique security challenges, Ellen Crowley serves an elite group of professional athletes at Captrust Financial Advisors.