Practical analysis for investment professionals
13 June 2013

Weekend Reads for Financial Advisors: Retirement, Behavioral Finance, and Paul Revere

Posted In: Weekend Reads

There was a big story recently about “the cyber snooping of the US government” (as the FT‘s Gideon Rachman put it). Yes, I know it was THE story in the United States, but the more important story for financial advisers — the one that has implications for the well-being of millions of Americans — was a piece in the New York Times business section on the perils of retirement. These days, it seems, it’s tough to make do with a measly $1 million.

While the article didn’t break new ground, it certainly exposed a fault line. Now, more than ever, advisors and their clients need a thorough understanding of retirement planning.

At the 2013 Morningstar Investment Conference, which wrapped up on Thursday, John “Jack” Bogle reiterated prior comments that the US retirement system is a coming train wreck:

With that in mind, here are some recent articles on retirement, along with a few other interesting reads you may have missed:


 Behavioral Finance


The Industry / Your Practice

And Now For Something Completely Different

Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

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About the Author(s)
Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

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