Word: planners
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Dates: during 2000-2009
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Sheryl Garrett, who runs the Garrett Planning Network of 115 planners headquartered in Shawnee, Kans. garrettplanningnetwork.com) is a leader in this trend. Her company operates like a law firm, billing $100 to $200 an hour depending on the planner's locale and experience. Steven Evanson, a wealth manager in Monterey, Calif., charges an annual percentage of not more than 0.2% of assets. But he's very specific about what he does not do for the price: "I don't cover estate, tax or insurance planning. I feel those are the province of specialists...
Whomever you choose, insist that your planner sign an agreement to assume fiduciary responsibility where you are concerned. That means your interests come first--precisely as it should be. --With reporting by Cybele Weisser...
With a new war looming, the temptation will only increase for the U.S. to allow the bickering Afghan warlords to settle scores on their own. But the risks of walking away now are huge. If the U.S. does, says British Colonel Nick Parker, a military planner in Afghanistan, "we'll all be back here in five years fighting another terrorist organization." If America hopes to rally the world to help rebuild a post-Saddam Iraq, finishing the job in Afghanistan is a test it still must prove it can pass. --Reported by Tim McGirk/Islamabad, Alex Perry/Kunduz, Simon Robinson and Michael...
...family life was transformed again when the current slowdown began in March 2001. Two million Americans lost their jobs, while others saw their paychecks shrink. How is the changed economy affecting their emotional welfare? "Money is the physical manifestation of who you are. It defines you," says certified financial planner and best-selling personal-finance author Suze Orman. "When you lose it, you lose part of yourself." That may be true, but an economic setback can also give families an opportunity to figure out what really matters in their lives. And some are finding that there can be upsides...
First, rebalance your portfolio to be sure you are comfortable with your exposure to stocks. Financial planner Harold Evensky of Coral Gables, Fla., says that, on average, his balanced investors (40% bonds, 60% stocks) are down only 2% annually over the past three years. How is that possible? Bonds, small caps and value stocks kept them afloat. Reaching your equilibrium in this market may mean selling your losers on the way up or putting all or part of your new investment capital into safe alternatives to stocks and traditional bonds. In general, you should keep in a safe haven...