Journal of Financial Planning

The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. With monthly feature articles, interviews, columns, and peer-reviewed technical contributions, the Journal's content is dynamic, innovative, thought-provoking, and directly beneficial to financial planners in their work.

The Journal of Financial Planning is published by the Financial Planning Association and is a sponsor of the Financial Frontiers Awards.

Articles from the Journal of Financial Planning are available to members of the Financial Planning Association. Academics are also welcome to contact the Journal for access.

Articles

2010

• Brian Korb, 2010, "Financial Planner and Baby Boomer Widows: Building a Trusting Relationship", Journal of Financial Planning, 2010-Jan

2009

• Dr. Somnath Basu, Allen Atkins, 2009, "The Anatomy of a Currency Hedge Fund", Journal of Financial Planning, 2009-Apr

• Dr. D. K. Malhotra, Mr. Rand Martin, 2009, "Performance of Levered Closed-End Funds", Journal of Financial Planning, 2009-Feb

• George Fasano, Thomas Straka, 2009, "Timberland Investment for Financial Planning Client", Journal of Financial Planning, 2009-Mar

2008

• Mr. Michael Pompian, 2008, "Using Behavioral Investor Types to Build Better Relationships with Your Clients", Journal of Financial Planning, 2008-Oct

• Meir Statman, 2008, "Quiet Conversations: The Expressive Nature of Socially Responsible Investors", Journal of Financial Planning, 2008-Feb

• Dr. William J. Trainor, Jr., Edward Baryla, 2008, "Leveraged ETFs: A Risky Double That Doesn't Multiply by Two", Journal of Financial Planning, 2008-May

• Dr. Donald Lien, Dr. Karyl Leggio, 2008, "Leland Model More Accurately Evaluates Efficacy of Portfolio Hedging Strategies", Journal of Financial Planning, 2008-Jan

2007

• Dr. Dennis T. Jaffe, James Grubman, 2007, "Immigrants and Natives to Wealth: Understanding Clients Based on Their Wealth Origins", Journal of Financial Planning, 2007-July

• Todd Fithian, 2007, "Why Planning Fails: Four Key Obstacles and the Confidence Formula Solution", Journal of Financial Planning, 2007-Sept

• Dr. Mitchell Ratner, Ilhan Meric, Gulser Meric, 2007, "The Role of Foreign Currency Investment in a Global Equity Portfolio", Journal of Financial Planning, 2007-July

2006

• Ms. Marty Carter, 2006, "Why Clients Don't Stick with the Plan: Emotional Barriers about Money and How Advisors Can Help", Journal of Financial Planning, 2006-Aug

• Mr. Roy Diliberto, 2006, "Uncovering and Understanding Your Clients' History, Values, and Transitions", Journal of Financial Planning, 2006-Dec

• Dr. Nelson Wicas, Dr. Yesim Tokat, Mr. Francis Kinniry, 2006, "The Asset Allocation Debate: A Review and Reconciliation", Journal of Financial Planning, 2006-Oct

• Mr. Richard Kahler, Mr. Richard Colman, 2006, "Solidifying Your Client's Asset Protection Strategy: Multiple Entities in Multiple Jurisdictions", Journal of Financial Planning, 2006-Apr

• Dr. Seung-Woog (Austin) Kwag, Dr. Sang Whi Lee, 2006, "Value Investing and the Business Cycle", Journal of Financial Planning, 2006-Jan

• Mr. Marvin Barron, Devasish Majumdar, 2006, "Comparative Analysis: An Alternate Investment Model for a Structurally Changing Market Environment", Journal of Financial Planning, 2006-June

• Mr. Michael Kitces, Mr. Kenneth Solow, 2006, "Understanding Secular Bear Markets: Concerns and Strategies for Financial Planners", Journal of Financial Planning, 2006-Mar

• Dr. Ruben Trevino, Dr. Barbara Yates, 2006, "Reaching for Yield: Lessons from the Past", Journal of Financial Planning, 2006-Feb

2005

• Mr. Ned Goodman, Ms. Michelle Bolhuis, 2005, "Reading Between the Lines of Investor Biases", Journal of Financial Planning, 2005-Jan

• Ms. Susan Galvan, Mr. George Kinder, 2005, "EVOKE™: A Life Planning Methodology for the Coming Revolution in Client Relationships", Journal of Financial Planning, 2005-Apr

• Debbie Bowditch, 2005, "NEFE Think Tank Provides Insight on Motivating Clients to Improve Financial Behavior", Journal of Financial Planning, 2005-July

• Mr. Ross Levin, 2005, "Quantum Planning", Journal of Financial Planning, 2005-Sept

• Dr. Donald Lien, Dr. Karyl Leggio, 2005, "Covered Calls: A Lose/Lose Investment?", Journal of Financial Planning, 2005-May

2004

• Dr. Richard Williams, Dr. Peter Bacon, 2004, "The Best of 25 Years: Lump Sum Beats Dollar-Cost Averaging", Journal of Financial Planning, 2004-June

• Dr. Alejandro Murguia, Mr. Dean Umemoto, 2004, "Hedge Funds: What Drives Their Returns?", Journal of Financial Planning, 2004-Jan

2003

• Mr. Dean Hebert, Mr. Brian Wruk, 2003, "Are You Putting Your Clients in a Box?", Journal of Financial Planning, 2003-Mar

• Dr. James Peterson, Dr. Yongling Ding, 2003, "Are Variable Annuities Right for Your Clients?", Journal of Financial Planning, 2003-Jan

• Dr. John J. Spitzer, Dr. Sandeep Singh, 2003, "Asset Allocation in the Presence of Varying Returns, Different Contribution Schemes and Multiple Investment Horizons: A Monte Carlo Analysis", Journal of Financial Planning, 2003-Apr

• Dr. Mark J. P. Anson, 2003, "Registered Hedge Funds: Retail Investors Enter the Market Place", Journal of Financial Planning, 2003-Aug

External Links

Journal of Financial Planning.