Monday, March 31, 2008

New newsletter worth reading!

A friend of mine (Steve Horan) is working on this. Figured it was worth sending out to everyone.

Private Wealth - March 2008: "Welcome to the inaugural issue of the Private Wealth Management Newsletter, created to serve the needs of the growing number of our members who are serving private clients."

My favorite article in this first issue is :

"The Emerging New Model for Wealth Management
Zvi Bodie, PhD, and Paula Hogan, CFA

Consumers face very different challenges today in planning for lifetime financial security from what they did previous generations ago. The wealth management paradigm is transitioning from the Markowitz mean–variance perspective to the life-cycle theory of saving and investing worldview, with many implications for wealth management practice."

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