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JUNE 2015

Cover Story: Trends in Investing

Exploring 2 Stubborn Investment Issues

by Thomas Warschauer, CFP®, Ph.D.

Should we be creating universal or funded-goal portfolios; and should we encourage clients to save for goals simultaneously or sequentially?


Practice Management

How Anchoring Biases Influence Clients’ Financial Behavior

by Francis X. Astorino, CFP®, CPWA®

Some anchoring biases are good guidelines for clients, but some could get clients in trouble. This article offers two examples, drawn from experiences with the author’s clients.


The Value of Goals-Based Financial Planning

by David Blanchett, CFP®, CFA
Results of this research suggest that using a goals-based framework to determine which client goals to fund and how to fund them can lead to a 15.09 percent increase in utility-adjusted wealth.

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