Press

By Jeff Benjamin Real estate used to be one of the engines that drove the economy; now it’s looking to the economy for a jump‑start With the U.S real estate market…

By Nancy C. Nelson, CFP A collection of practice management and client service ideas submitted by NAPFA members. The Dos and Don’ts of Video Conferencing with Clients My request for input on…

By Tara Siegel Bernard If you are worried about the future of Social Security, join the crowd. With the nation’s debt swelling, the pressure on Washington to cut spending will only…

Is there one place where I can determine my current asset allocation? — Boyd Kitchen, Covington, La. Several online tools can help you analyze what your mix of stocks, bonds, and cash…

Have you been advising your clients to use an annuity in their portfolio in light of recent concerns over insurer defaults? Why or why not? Institutional Investment Advisors Sticking With Annuities…

You’ve heard the story of the lottery winner who burns through his millions like Monopoly money and ends up in a trailer park. And if you haven’t, here’s a roundup…

By V. Dion Haynes Consumers Hoping for a Big Haul Might Find the Details Slippery Patrick Dempsey, an executive at a San Jose brokerage that administers health insurance for high-tech…

By Ben Steverman It’s a bewildering time to begin saving and investing. BusinessWeek asked financial advisers for words of wisdom for the young investor Two 22-year-olds are just starting their careers and beginning…

By Jeff Schlegel What’s up with 529 college savings plans? On paper, these investment vehicles should be a smashing success – after all, they’re generally recognized as the best way…

How Technology Can Help Planners Clean Up Their Operation Technology tools aimed at the financial planning world have gone way beyond the gee-whiz phase and morphed into necessities for those advisors…