by Andrew Gluck
2/20/2009 11:08:00 PM
As stock indexes sank to 1997 levels, erasing all profit of the last decade, advisors feel more pressure than ever to find outperforming mutual funds. Yet Don Phillips, managing director of Morningstar, reminded advisors that it would be unwise to reach for trendy, risky, or hot-performing funds At this week's session of the Financial Crisis Webinar Series, Phillips made the case against fad funds and showed evidence that slow, steady performers win the race. Making a case for funds that receive top grades in Morningstar’s “stewardship” rankings, Phillips paid homage to financial planners for pushing funds companies to keep funds expenses low, avoid fads, and commit to less volatile long-term investment strategies that support buy-and-hold investors. He showed why a fund’s total return is usually not as important as its investor return.
View the webinar replay Download Phillips' Slides
Asset Protection In A Frightening Time
Building assets isn’t always enough. Without asset protection, your clients’ wealth—and your own—can be lost to creditors, divorce, pr legal claims. In this session, asset protection expert Gideon Rothschild will speak about how to limit exposure to future creditors, techniques that are more important than ever in today’s highly litigious and difficult financial environment.
Wealth protection planning organizes assets to minimize risk to future creditors. Mr. Rothschild, a partner at New York law firm, Moses & Singer LLP, and one of the "Top-100 Attorneys" according to Worth/Robb Report, is an expert in domestic and international estate planning as well as asset protection. On Friday February 27 at 4 p.m. EST, Mr. Rothschild will speak about wealth protection techniques that can be critical to your wealthiest clients.
CFP licensees are eligible for CE credit.
Register For The Webinar Download Rothschild’s Slides
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