Journal of Financial Planning

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The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. With monthly feature articles, interviews, columns, and peer-reviewed technical contributions, the Journal's content is dynamic, innovative, thought-provoking, and directly beneficial to financial planners in their work.

The Journal of Financial Planning is published by the Financial Planning Association and is a sponsor of the Financial Frontiers Awards.

Articles from the Journal of Financial Planning are available to members of the Financial Planning Association. Academics are also welcome to contact the Journal for access.


Articles

2010


2009

  • Dr. Somnath Basu, Allen Atkins, 2009, "The Anatomy of a Currency Hedge Fund", Journal of Financial Planning, 2009-Apr
  • Dr. D. K. Malhotra, Mr. Rand Martin, 2009, "Performance of Levered Closed-End Funds", Journal of Financial Planning, 2009-Feb
  • George Fasano, Thomas Straka, 2009, "Timberland Investment for Financial Planning Client", Journal of Financial Planning, 2009-Mar


2008

  • Dr. William J. Trainor, Jr., Edward Baryla, 2008, "Leveraged ETFs: A Risky Double That Doesn't Multiply by Two", Journal of Financial Planning, 2008-May
  • Dr. Donald Lien, Dr. Karyl Leggio, 2008, "Leland Model More Accurately Evaluates Efficacy of Portfolio Hedging Strategies", Journal of Financial Planning, 2008-Jan


2007

  • Dr. Mitchell Ratner, Ilhan Meric, Gulser Meric, 2007, "The Role of Foreign Currency Investment in a Global Equity Portfolio", Journal of Financial Planning, 2007-July


2006

  • Dr. Nelson Wicas, Dr. Yesim Tokat, Mr. Francis Kinniry, 2006, "The Asset Allocation Debate: A Review and Reconciliation", Journal of Financial Planning, 2006-Oct
  • Mr. Richard Kahler, Mr. Richard Colman, 2006, "Solidifying Your Client's Asset Protection Strategy: Multiple Entities in Multiple Jurisdictions", Journal of Financial Planning, 2006-Apr
  • Dr. Seung-Woog (Austin) Kwag, Dr. Sang Whi Lee, 2006, "Value Investing and the Business Cycle", Journal of Financial Planning, 2006-Jan
  • Mr. Marvin Barron, Devasish Majumdar, 2006, "Comparative Analysis: An Alternate Investment Model for a Structurally Changing Market Environment", Journal of Financial Planning, 2006-June
  • Mr. Michael Kitces, Mr. Kenneth Solow, 2006, "Understanding Secular Bear Markets: Concerns and Strategies for Financial Planners", Journal of Financial Planning, 2006-Mar
  • Dr. Ruben Trevino, Dr. Barbara Yates, 2006, "Reaching for Yield: Lessons from the Past", Journal of Financial Planning, 2006-Feb


2005

  • Debbie Bowditch, 2005, "NEFE Think Tank Provides Insight on Motivating Clients to Improve Financial Behavior", Journal of Financial Planning, 2005-July
  • Mr. Ross Levin, 2005, "Quantum Planning", Journal of Financial Planning, 2005-Sept
  • Dr. Donald Lien, Dr. Karyl Leggio, 2005, "Covered Calls: A Lose/Lose Investment?", Journal of Financial Planning, 2005-May


2004

  • Dr. Richard Williams, Dr. Peter Bacon, 2004, "The Best of 25 Years: Lump Sum Beats Dollar-Cost Averaging", Journal of Financial Planning, 2004-June
  • Dr. Alejandro Murguia, Mr. Dean Umemoto, 2004, "Hedge Funds: What Drives Their Returns?", Journal of Financial Planning, 2004-Jan


2003

  • Dr. James Peterson, Dr. Yongling Ding, 2003, "Are Variable Annuities Right for Your Clients?", Journal of Financial Planning, 2003-Jan
  • Dr. John J. Spitzer, Dr. Sandeep Singh, 2003, "Asset Allocation in the Presence of Varying Returns, Different Contribution Schemes and Multiple Investment Horizons: A Monte Carlo Analysis", Journal of Financial Planning, 2003-Apr
  • Dr. Mark J. P. Anson, 2003, "Registered Hedge Funds: Retail Investors Enter the Market Place", Journal of Financial Planning, 2003-Aug


External Links

Journal of Financial Planning.