Financial Planning

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• Features

• From Irrational Exuberance to Unreasonable Fear

  By Paul Menchaca

  Clients and advisors alike can't help but respond emotionally to economic upheaval. Many are wondering whether retirement—most clients' ultimate financial goal—is even feasible. Here, industry leaders untangle the emotional and financial knot.

• Unwrapping the Package

  By Jeanne Lee

  Yes, you can definitely make money for your clients this year—by helping them take advantage of the stimulus bill.

• Columns

Business Consultant

• Darwinian Markets

  By Glenn G. Kautt

  Does an evolutionary model explain what has been going on in the markets—and in planners' practices?

Industry Insight

• Technophobe No More

  By Bob Veres

  Chances are you can unlock a huge hidden reservoir of personal and staff productivity by making better use of your computers.

The Elite Advisor

• Formal Wear

  By John J. Bowen Jr.

  Now may be the time for a nontraditional, streamlined business plan.

• Industry

• It's Personal

  By Brooke Southall

  Ex-Schwabie Charles Goldman is setting a new direction for Fidelity's Institutional Products Group, moving beyond technology to personal service.

Fund Manager

• Thinking Small

  By Ilana Polyak

  Small companies have a hard time in the downturn, but Buffalo Small Cap finds ones that can play defense.

• Departments

My Word

• Next, Inflation

  By Axel Merk

  When the dollar loses its value, will any currency be safe?

The Portfolio

• Foreign Intrigue

  By Donald Jay Korn

  Investors who made money outside the U.S. in recent years have a chance to do it again.

The Practice

• Building Business IQ

  By Stephanie Bogan

  Do you know what you need to know about your practice? Here's how to learn.

The Client

• Free and Clear

  By Donald Jay Korn

  In a time of deleveraging, many clients prefer to have no debt on their personal balance sheets—mortgages included.

• New Kids in Town

  By Stacy Schultz

  Young investors have less to lose in this market, and it just might make them your ideal new clients.

Data

• New Concerns

  By Stacy Schultz

  Mutual funds got the boost they needed in march, but the focus then turned to what happens next.

• High Net Worth

• The De-Wealth Effect

  By Marion Asnes

  The 2009 phoenix wealth survey reveals that HNW investors are worried—surprise! But the down mood plays out in unanticipated ways.

Estate Planning

• True Value

  By Martin Shenkman

  A technique called alternate valuation can help executors make the most of a down market.