• August 1, 2011

August 1, 2011 cover

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Past Issues

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  • Cover Story

  • Giving Back

    By Jim Grote

    The Foundation for Financial Planning and Financial Planning magazine recognize the community work of individual advisors and advisor groups with the inaugural Pro Bono Planners of the Year Awards.

  • Features

  • Hedging the Risk

    By Suzanne McGee

    Do the hedge funds you use follow best practices, or could they be the next Galleon?

  • Columns

  • Summer Repair Project

    By Deena Katz

    10 steps to help you evaluate your practice from top to bottom and potentially boost your profits.

  • Industry Insight

  • Adventures in Twitterland

    By Bob Veres

    Facebook, LinkedIn and tweets are making all of our business relationships more personal.

  • The Elite Advisor

  • The Power of Your Presence

    By John J. Bowen, Jr.

    Six compelling steps that will help establish yourself as a go-to advisor.

  • Industry

  • Ready to Commit

    By Donna Mitchell

    Many advisors stick by Securities America, but rivals aim to pick off top talent.

  • Fund Manager

  • Banking on Higher Rates

    By Ilana Polyak

    Eaton Vance Floating-Rate Fund shows how fixed-income investors can protect themselves from rising interest rates.

  • Departments

  • My Word

  • Smarter Money

    By C. Thomas Howard

    Indexing is overly hyped, and skilled stock pickers will prevail.

  • The Portfolio

  • Eyeing REITs for Growth

    By Jeffrey Shafer and Paul Ellis

    Investing in distressed commercial real estate could pay off if advisors screen the options carefully.

  • The Hedging Game

    By John F. Wasik

    Structured products' risk-reward ratio is worse than you think.

  • Being Reasonable

    By Craig L. Israelsen and Megan Howell

    One of an advisor's greatest challenges? Directing client expectations - and meeting them with portfolio performance.

  • The Practice

  • VirtualPlanning

    By Geraldine Otero

    In the future, financial advisors may spend little time in offices.

  • Compensation Challenge

    By Stephanie Bogan and Natalie Doss

    New research shows even the best advisory firms need to rethink how they pay their staff.

  • The Client

  • Foreign Affairs

    By Ingrid Case

    Many clients don't understand laws on reporting and taxing offshore money - and may rack up huge fines.

  • Financial Aid Pie: Getting a Big Slice

    By David Juliano

    More assistance is available for families with means - if you know where to look.

  • Second Place

    By Donald Jay Korn

    Vacation homes are more affordable now, but clients should recognize the ongoing costs and need for an exit strategy.

  • Data

  • Safety Plays

    By Donna Mitchell

    Munis and health care put on a (modest) show, but fears of sovereign debt contagion persist in Europe, checking optimism for the future.

  • High Net Worth

  • Estate Planning

  • Conversation Starter

    By Martin Shenkman

    Four advisors share tips on how to get clients talking about estate planning.

  • Practice Profile

  • Career Coach

    By Jim Grote

    An experienced planner designs portfolios with earning power in mind.

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