The 2012 Academy of Financial Services Annual Meeting will be held in San Antonio, TX on October 1st & 2 nd , to coincide with the FPA Annual Conference. This year is the 26th anniversary of the Academy of Financial Services, which gathers to share innovations in teaching and research that...
Last year I was involved in a project sponsored by the FPSC Foundation in Canada to review published research in the field of financial planning from Canada, US, UK and Australia between 2003 and mid-2010 when we did the project. The FPSC Foundation supports research in the field and were trying...
If you are an International Member of FPA and have not yet decided if you will attend FPA Experience San Diego, I would like to share my very first attempt at a YouTube video where in 4 minutes I outline the many great reasons to be there. YouTube http://www.youtube.com/watch?v=...
We all know the world is changing – we see it every day. I am currently at 30,000 feet, flying between Dallas and Toronto, returning home from the San Antonio FPA Experience Conference . My plane is WiFi enabled and I am browsing the FPA Connect site online. Wow! Like many of these changes in...
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For example, despite 2008 being in the center of the Great Recession, that year had 8 of the 20 best price return days for the S&P 500 since 1998 even up to 2017, according to Morningstar Direct. Having a plan and not being too impulsive There are advantages of active investing over passive investing (buy and hold) and sometimes it pays with the right strategies
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