MEDIA REVIEWS - October 8-15, 2012
I think this might be the first time in at least a decade that I've give a "high" relevance rating to the cover article of the Journal of Financial Planning. I would have liked to see more details (I...
View ArticleMEDIA REVIEWS - November 8-15, 2012
By far the highlight of this issue of the Journal is the Klontz/Britt article that talks about money scripts and how they are related to a variety of money behaviors. The article focuses on...
View ArticleMEDIA REVIEWS - December 24-31, 2012
There is no graceful way to say it: this is a pretty awful issue of the Journal, with two research-oriented contributions in the back of the magazine which, if I had been one of the reviewers, I would...
View ArticleMEDIA REVIEWS - January 24-31, 2013
I have to say, I really REALLY like the adaptive withdrawal rate concepts proposed in the final article of this month's issue of the Journal, and wonder why such a gem was buried deep in the very back...
View ArticleMEDIA REVIEWS - January 24-31, 2013
I have to say, I really REALLY like the adaptive withdrawal rate concepts proposed in the final article of this month's issue of the Journal, and wonder why such a gem was buried deep in the very back...
View ArticleMEDIA REVIEWS - February 24-28, 2013
This issue of the Journal will be remembered for two things: first, the first article we've seen in this space that uses brain scanning technology to help understand how behavioral finance issues work...
View ArticleMEDIA REVIEWS - March 24-31, 2013
This is a milestone of sorts: this is the first time in many years that I have given the lead article in the Journal a "high" relevance rating, and it deserves it. A roundtable discussion with four...
View ArticleMEDIA REVIEWS - April 8-15, 2013
If you've been concerned that maybe it is hard to apply the tenets of Modern Portfolio Theory in the real world, then be sure to read Roy Ballentine's article in this issue of the Journal for...
View ArticleMEDIA REVIEWS - May 15-23, 2013
This is obviously not my call, but it looks as if the FPA might consider reviewing the process by which it reviews and passes through the scholarly articles that make up the important back of the...
View ArticleMedia Reviews - June 24-30, 2013
I think one of the truest things you'll hear this year comes in the middle of this discussion of tactical asset allocation, where we are told that the problem is not whether you can find a workable...
View ArticleMedia Reviews - July 8-15, 2013
It's never easy to review Harold Evensky's periodic columns in the Journal because a proper treatment would simply include the entire column; it's better if you read what he wrote than the summary....
View ArticleMedia Reviews - August 24-31, 2013
Ross Levin is still looking back and learning from the very difficult bull market period that led up to the "Tech Wreck," and I find myself wondering if the markets won't do a reprise of that at some...
View ArticleMEDIA REVIEWS - September 24-30, 2013
There are two very good "contributed" articles in this issue of the Journal, both talking about the value (or lack thereof) of having a certain percentage of a client's portfolio "invested" in...
View ArticleMEDIA REVIEWS - October 24-31, 2013
What is a good coaching experience? It's a lot like a good financial planning experience; the coach takes the time up-front to identify your goals and resources, and then works with you to develop a...
View ArticleMEDIA REVIEWS - November 24-30, 2013
You will certainly want to read the cover article in this month's issue of the Journal--one of very few cover articles to receive a "high" relevance rating in quite a long time. It's about change,...
View ArticleMEDIA REVIEWS - December 24-31, 2013
In this month's issue of the Journal of Financial Planning, Michael Kitces article makes some good points about the retirement accumulation assumptions you may have been making for your clients--that...
View ArticleMEDIA REVIEWS - January 24-31, 2014
I thought a bit about whether the cover article in this month's edition of the Journal merited a "high" relevance rating; the content is good, but given the quality of the panel discussing the future...
View ArticleMEDIA REVIEWS - February 24-28, 2014
The "proper apology" article will be familiar to readers of Inside Information (We've written about it at least twice), but it breaks new ground for many in the profession, creating a systematic way...
View ArticleMEDIA REVIEWS - March 24-31, 2014
Even the CFP Board's former board members are questioning the organization's recent behavior, and suggesting that an organization be formed on the outside to keep it under control. What is amazing is...
View ArticleMEDIA REVIEWS - April 24-30, 2014
Maybe you'll say that one out of three isn't bad, but I thought there was one good article in the "contributed" part of this month's Journal, and two clunkers. The good one, though, is very good; it...
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