Financial and Life Planning Resource Directory

Sponsored by

The Association for Integrative Financial and Life Planning

and The Life Planning Network

Directory Home        Lookup by Type        Lookup by Process        Lookup by Subject

Money: Investments, asset management
Consumers/clients
Advisers
	Bennett, Bob, "Humble Money Experts Are the Best Money Experts", Integrative Adviser, September 2009 (Vol. 2, No. 3)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf, Free Bennett argues that we would all be better off if financial writers and advisors would admit their errors and then fix them, rather than try to maintain their creditibilty of ignoring or denying them.
	Basu, Somnath, Professor of Finance; Dirctor, California Institute of Finance
		Designations: PhD Active in: USA, International Available for speaking 60 W. Olsen Rd. # 3500, Thousand Oaks, CA 91360 Telephone:805-493-3980 Cell phone:805-405-4448 Fax:805-493-3312 basus@verizon.net www.agebander.com Professor of Finance, California Lutheran University and Helsinki School of Economics. Has created innovative and proprietary software solutions for the personal financial & investment industry. Dr. Basu's AgeBander Model for Retirement Planning is being taught in CFP programs nationwide.
Industry / vendors / associations
	Investment Company Institute
		Active in: USA 1401 H Street, NW, Washington, DC, 20005 http://www.ici.org/index.html ICI is the national association of U.S. investment companies. It seeks to encourage adherence to high ethical standards, promote public understanding, and otherwise advance the interests of funds, their shareholders, directors, and advisers.
	Lingane, Peter James, "Benefits and Management of Inflation-Protected Treasury Bonds", Journal of Financial Planning, September 2008
		Lingane argues that the past superior performance of inflation-protected bonds may not carry into the future.
	Mermin, Gordon B.T., et al, Diversity in Retirement Wealth Accumulation
		Urban Institute, January 2009, Free http://www.urban.org/publications/411805.html The authors use data from the Survey of Consumer Finances (SCF) to estimate the wealth values of Social Security and pension plans to show how wealth builds over the life cycle.
	Standard of Care for Investment Advice, The: Drawing a Clear Line of Distinc-tion Between Fiduciary and Suitability
		TD Ameritrade, January 2010, Free http://www.investmentnews.com/assets/docs/CI69539427.PDF This study argues for drawing a clear line of demarcation between fiduciary and suitability.
	Will the Demand for Assets Fall When the Baby Boomers Retire?
		U.S. Congressional Budget Office, September 2009, Free http://www.cbo.gov/ftpdocs/105xx/doc10526/09-08_Baby-Boomers.pdf This report argues that the depressive effect on stock prices caused by sales of Baby Boomer assets and by a reduction in the workforce will be gradual and muted, rather than large and highly noticeable.
Other / general / not specified
	Default Nation: Are 401(k) Target Date Funds Missing The Mark? (U.S. Senate Special Committee on Aging), October 28, 2009
		http://aging.senate.gov/hearing_detail.cfm?id=319426&, Free Hearings on target-date funds, featuring testimony from government officials and financial industry representatives.
	Reichenstein, William, "How to Calculate an After-Tax Asset Allocation Strategy", Journal of Financial Planning, August 2008
		Reichenstein argues that an after-tax asset allocation strategy should be used, and provides a model for doing so.
	Soto, Maurice, Assessment of Life-Cycle Funds
		Boston College Center for Retirement Research, May 2008, Free http://crr.bc.edu/images/stories/Working_Papers/wp_2008-10.pdf?phpMyAdmin=43ac483c4de9t51d9eb41 The authors offer an assessment of life-cycle funds that balances their expected benefits against their higher costs.