Hosted by Janus Capital Group and FPA
Winners for 2008 have been announced. The deadline for 2009 entries is March 3.
Financial Frontiers Awards
Talking Point
In
the latest
"10 Questions" Feature (PDF | 3.2MB), Dr. Marsha Firestone
focuses on the evolving role of women business owners and the
elements of their success. How can you work most effectively
with this client niche? More>
January 2009
Is Markowitz Wrong? Market Turmoil Fuels Nontraditional Approaches to Managing Investment Risk
by Lisa Holton
As investors have painfully learned, there's nowhere to hide in this current market crash, which has called into question traditional investment risk management that relies heavily on long-term diversification and style asset allocation. Here are financial advisers who think investment advisers need to take a different approach. More>
Flexible Estate Planning for Married Couples in an Uncertain Estate Tax Environment
by James G. Blase, CPA, J.D., LL.M.
Despite the federal deficit and Democratic control of Washington, the federal estate tax exemption amounts are not likely to fall to their old lows. That means estate planning for medium-sized estates, more than small or large estates, will be the most challenging. More>
When Should Retirees Retrench? Reducing the Need with Part-Time Work and Annuitization
by Gordon B. Pye, Ph.D.
As examined in earlier published research by the author, many retirees won't be able to live on an initial "safe" 4 percent annual portfolio withdrawal. But part-time work and partial annuitization of the portfolio can dramatically reduce late-retirement shortfalls. More>