NAPFA – Planning Perspectives – 2010 July – August

Our Comment by J. David Lewis – National Association of Personal Financial Advisors publishes this newsletter six times a year, as a public service, by asking members to submit educational articles.  I think the article titled “The Role of Human Emotions in Financial Advice and Planning” is quite good (page 5), because of its relationship to There is more to money than money.®  Although it talks mostly about the feelings when the markets collapse, with a little on the euphoria when it seems there will never be an end to the current boom, most recently we have seen a great deal of week to week volatility.  These times also make people feel uncomfortable.  In our conversations, we have seen evidence most people have not recognized the significant overall gains in June and so far in July.  It is our job to help people see more than the current news headlines.  “Savvy Investors are Cost-Conscious” (page 2) and “Simple Ideas for Your Financial Well-Being” (page 4) are also interesting this time.    

Click this link to open NAPFA’s 2010 July – August issue of Planning Perspectives

The consumer e-newsletter of the National Association of Personal Financial Advisors (NAPFA)

J. David Lewis founded Resource Advisory Services in 1985.  National Association of Personal Financial Advisors (NAPFA) was formed only a few years before. Lewis became a NAPFA-Registered Financial Advisor in 1986.  He is a passionate advocate for fiduciary, fee-only financial planning and has been associated with financial services since childhood in a banking family.  Contact him using david.lewis@resourceadv.com.

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