Practical analysis for investment professionals
21 February 2014

Weekend Reads for Finance Pros: Math, myRa, and Magic

Posted In: Weekend Reads

I was in Garden Grove, California, this week for CFA Institute’s Wealth Management 2014 conference. There were many great presentations, but one loomed large for me: the session on elder care planning. At the outset, we polled delegates on the percentage of their clients that have a plan in place for long-term care costs. Fifty-five percent said “less than 25%.” That’s a very worrisome — although not altogether surprising — result when you consider that at least 70 percent of people over 65 will need long-term care services and the fact that most people don’t realize Medicaid does not cover long-term care expenses.

Bernard A. Krooks, a founding partner of law firm Littman Krooks LLP, made an excellent point about the disconnect between what clients may need in the future, and the financial planning they actually put into place:

 

Keep an eye on this blog in the coming weeks and months for content related to the conference — posts, webcasts, and podcasts. In the meantime, here’s a (slighty abbreviated) list of interesting articles, in case you missed them:

Retirement/myRA

Finance and Investing

Mathematics

 

Business

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.

Photo credit: ©iStockphoto.com/JLGutierrez

About the Author(s)
Lauren Foster

Lauren Foster is 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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