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Looking to Add to Your Inflation-Fighting Repertoire?

Looking to Add to Your Inflation-Fighting Repertoire? | Financial Advisory Investments and Financial Planning | Scoop.it
A number of new multi-asset class funds have popped up for combating inflation.
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Tweet your quarterly investment commentary for more impact

Tweet your quarterly investment commentary for more impact | Financial Advisory Investments and Financial Planning | Scoop.it
“Second Quarter Market Update”—I can't tell you how many times I've seen this boring status update in my Twitter streams or on LinkedIn, Facebook, or Googl
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How to Choose the Best Retirement Income Strategy

In the competition among retirement-planning methodologies, systematic withdrawals have been winning the battle against the essential-discretionary approach. But given today's low interest rates, the essential-discretionary approach may work better for many clients, especially if SPIAs are used.
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The latest wrinkle in estate planning: Digital assets

The latest wrinkle in estate planning: Digital assets | Financial Advisory Investments and Financial Planning | Scoop.it
As clients acquire valuable digital assets, like Dan Ashbach (pictured) and his 1.6 million Pinterest followers, estate planners begin to see what happens when there are no contingency plans.
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Back to Markowitz

Back to Markowitz | Financial Advisory Investments and Financial Planning | Scoop.it
Volatility-based weighting is taking us back to what Harry Markowitz told us to do in the first place.
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Designing Portfolios: Seven Key Investment Principles to Help Keep Clients on Track

Designing Portfolios: Seven Key Investment Principles to Help Keep Clients on Track | Financial Advisory Investments and Financial Planning | Scoop.it
Client emotions can swing from fear to greed (and from hysteria to elation). Ron Florance, CFA, former deputy chief investment officer at Wells Fargo, outlines seven key principles that can help you convince clients to stay the course.
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What If Social Security Fails?

What If Social Security Fails? | Financial Advisory Investments and Financial Planning | Scoop.it

A couple of days before her 18th birthday, my daughter asked, "Will I get any Social Security?" At the same instant, I replied "absolutely," another adult at the table offered a "Hell, no!" setting off a flurry of statements from the others at the table about how the system is in dire straits. I sat and listened.

What I heard was a fundamental lack of understanding of how Social Security works, often expressed by regurgitating sound bites from cable news.

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Is the Equity Premium Getting Smaller?

An estimate of the expected return on equities in excess of the risk-free rate seems to be anybody's guess. It would be nice to have a sound theory that tells us how to estimate it.
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Dynamic Choice and Efficient Retirement-Income Strategies

Dynamic Choice and Efficient Retirement-Income Strategies | Financial Advisory Investments and Financial Planning | Scoop.it
A new study finds that dynamic strategies increase the utility adjusted wealth during retirement.
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Passive vs. Active: Debating International Small Caps

Passive vs. Active: Debating International Small Caps | Financial Advisory Investments and Financial Planning | Scoop.it
Passively managed funds are a viable option thanks to low fees.
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Planning Ahead for Diminished Capacity

Planning Ahead for Diminished Capacity | Financial Advisory Investments and Financial Planning | Scoop.it
Four critical concerns to discuss with clients

Lawrence A. Frolik & Bernard A. Krooks address planning for your clients' unfortunate, but inevitable, loss of capacity
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Why We Need to Change the Conversation about Pension Reform

Why We Need to Change the Conversation about Pension Reform | Financial Advisory Investments and Financial Planning | Scoop.it
The sustainability of traditional public sector defined benefit (DB) plans has become front-page news and the subject of acrimonious debates usually framed in stark terms of DB versus DC (defined contribution).
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Financial Advisors Too Focused on Finance

Financial Advisors Too Focused on Finance | Financial Advisory Investments and Financial Planning | Scoop.it
Morningstar research suggests that investments — often the be-all and end-all for advisors — take on a humbler profile when clients' portfolios are considered holistically.
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Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks

It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different. Forewarned is forearmed.
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The Opportunity in the Market's Small Cap/Large Cap Divergence

The Opportunity in the Market's Small Cap/Large Cap Divergence | Financial Advisory Investments and Financial Planning | Scoop.it
While equities seem to be placid, a look under the surface reveals some danger, and opportunity for options traders.
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Two Top Experts Debate the Outlook for Growth

Growth may slow, as Robert Gordon contends, at least when measured by GDP - if only because population growth is slowing. But that is not a foregone conclusion. And even if it were to happen, it doesn't mean that global standards of living would face a similar deceleration. Moreover, GDP doesn't fully capture the improvements in the standard of living that come with advanced technology.
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How To Stop Worrying About Rates And Love the Fed

How To Stop Worrying About Rates And Love the Fed | Financial Advisory Investments and Financial Planning | Scoop.it

If you’re concerned that the Federal Reserve will derail the bond market when it finally starts raising interest rates, the last two tightening cycles suggest those worries may be

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What Is The Difference Between A Robo-Advisor And Getting Online Financial Advice?

What Is The Difference Between A Robo-Advisor And Getting Online Financial Advice? | Financial Advisory Investments and Financial Planning | Scoop.it
As the financial services industry slowly but steadily becomes more tech-savvy and technology-enabled, including the adoption of online models for the delivery and implementtion financial advice, the line of where human financial advice ends and...
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Deep Dives Into Behavioral Investor Types

Learn how to create a behaviorally modified asset allocation for Followers, or passive investors. 
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Assessing the Annuity Landscape

Assessing the Annuity Landscape | Financial Advisory Investments and Financial Planning | Scoop.it
Annuities: Some advisors swear by them while others steer clear of them.
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The Insurance Gap

The Insurance Gap | Financial Advisory Investments and Financial Planning | Scoop.it
Kellan Finley An overlooked and underserved area of the client financial plan Many advisors will initially ask if their client has essential coverage, or at least what they consider to be essential...
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3 Ways Financial Advisors Must Change To Survive The Commoditization Of Robo-Advisors

3 Ways Financial Advisors Must Change To Survive The Commoditization Of Robo-Advisors | Financial Advisory Investments and Financial Planning | Scoop.it
As so-called "robo-advisors" continue to grow, offering their services to more and more consumers at a modest 0.15% - 0.35% cost, the question arises whether such services will ultimately be a threat to traditional advisors.
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Tips From The Pros: The Most Disrespected Decision in Estate Planning

Tips From The Pros: The Most Disrespected Decision in Estate Planning | Financial Advisory Investments and Financial Planning | Scoop.it
Charles "Clary" A. Redd addresses an oft-overlooked aspect of estate planning, identifying trustees and successor trustees
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Does Risk Tolerance Merely Track the Market?

Does Risk Tolerance Merely Track the Market? | Financial Advisory Investments and Financial Planning | Scoop.it
Do risk tolerance scores plummet in a crisis, then rise as the market recovers as many advisors perhaps think? A new study has the answer.
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The Message of a $549,000 Watch

The Message of a $549,000 Watch | Financial Advisory Investments and Financial Planning | Scoop.it
A suggestion: some folks might want to make some of their conspicuous consumption a little less conspicuous.
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When to Take Social Security: A Breakdown by Marital Status

When to Take Social Security: A Breakdown by Marital Status | Financial Advisory Investments and Financial Planning | Scoop.it
T. Rowe price runs the numbers to find the best benefit claiming strategies for singles, married couples and divorcees.
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