Practical analysis for investment professionals
financial planning
Best of 2016: A Bad Year for Armchair Investors
Mark Harrison, CFA, provides a list of the most popular write-ups from CFA Institute conference presentations in 2016.
The Most Important Money Question, According to Carl Richards
In his new book, The One-Page Financial Plan, adviser Carl Richards says the first step in creating a financial plan is to get clear about where you are and where you want to be. Start by asking yourself, "Why is money important to me?"
Book Review: Investor Behavior
This collection of articles by scholars in the field of behavioral finance encompasses a wide range of topics in the psychology of investing, focusing on academic work on financial planning. The book addresses a number of topics not usually covered in mainstream behavioral finance research.
Financial Planning: The Proper Role of Insurance (Video)
How to use insurance properly to protect and grow wealth while minimizing cost.