Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

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Financial Planning August 1, 2011 Shafer & Ellis	Eyeing REITs for Growth Commercial real estate can provide added diversification for investors. And current market conditions suggest now is the time to seriously consider them as an option for growth.
Financial Planning August 1, 2011 John F. Wasik	The Hedging Game Structured products are among the most difficult product areas for new clients to understand.
Financial Planning August 1, 2011 Israelsen & Howell	Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves.
Financial Planning August 1, 2011 Geraldine Otero	VirtualPlanning According to a 2010-11 survey by the Financial Planning Association, about a quarter of financial planning firms use an alternative workplace strategy.
Financial Planning August 1, 2011 Bogan & Doss	Compensation Challenge Designing a compensation strategy that supports a firm's philosophical framework while also acknowledging its financial resources and goals helps ensure an effective plan that promotes the growth of people and profits.
Financial Planning August 1, 2011 Ingrid Case	Foreign Affairs Financial planners need to ask clients whether they hold money outside the U.S. and advise them on the proper tax steps. Many clients clearly don't know the law.
Financial Planning August 1, 2011 David Juliano	Financial Aid Pie: Getting a Big Slice Although billions of dollars in financial aid and scholarships are available, applying and qualifying remains a daunting task. Financial advisors can assist clients through it.
Financial Planning August 1, 2011 Donald Jay Korn	Second Place Clients who resisted the lure of a vacation home when prices were spiraling higher may feel a pressing need to buy now.
Financial Planning August 1, 2011 Martin Shenkman	Conversation Starter What's the right way for an advisor to handle estate planning? Is there even one right way?
Financial Planning August 1, 2011 Jim Grote	Career Coach As services like retirement planning and tax preparation become more routine, adding career planning to your financial services mix could be a valuable move.
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