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Week 4 : Financial Planning II

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OUTLINE:

Outline – IYM Week 3 & 4 – 2015 – Evelyn Zohlen
Outline – IYM Week 3 & 4 – PDF

DOCUMENTS AND ARTICLES:

Does Diversification Trump Performance
The Idiot’s Guide To Asset Allocation
Asset Class Winners and Losers – 1986 – 2006
Financial Advice for People Who Aren’t Rich
Don’t Buy a House Until You Read This
Why Investment Performance Is a Distraction
How the Rich Play the Market
Personal Capital Review- Is Bill Harris’ software the future of online money management
5 Must-Have ETFs for Today’s Market
The Importance of Tax-Efficient Investing
Let Diversification Do Its Job
What Can Investors Do with a Lump sum
Rental Property Reality Check
Is Portfolio Theory Dead – Markowitz Stands His Ground
It Is Time to Embrace Fiduciary Standard – Raymond James
Real estate may need renovation but is still a good diversifier
That retirement calculator is lying to you and your clients

Ticklish topics for every parent
Volatile markets push investors to seek second opinions
In surprise, research shows REITs don’t ape stock markets
Why So Many Americans Die Poor, and Other Big Retirement Questions – MIT’s Poterba
Is modern portfolio theory all bunk
50 Ways to Improve Your Finances in 2012
10 Ways Boomers Can Avoid Savings Shortfalls in Retirement
A Kindergarten guide to modern monetary theory
Six perennial mistakes retirees make
Protecting families from their wealth
Helping kids with goals and their money
Asset allocation is as much an art as a science – understanding risk
Happiness – will money make you happy?
Market skid may prompt Roth IRA do-overs
Clients clamoring for alternative investments
Every adviser should be invested in alternatives

WORKSHOP VIDEOS:

Part 1:

Part 2:

Part 3:

Part 4:

Part 5:

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