Recent Articles:
Duane Lee's Capital Ideas Newsletter:
July 2010
June 2010
May 2010
April 2010
March 2010
February 2010
January 2010
December 2009
November 2009
October 2009
September 2009
August 2009
July 2009
June 2009
May 2009
April 2009
March 2009
February 2009
January 2009
See More in the Archive

AFIM CE Credit Materials
July 2010 Sleeping with the Enemy
June 2010 Smart Risk Taking
May 2010 The Future of Fund Ratings
April 2010 Why It's (Still) All About Sectors
March 2010 ETF Liquidity Explained
February 2010 Famous & Not-so-famous Investment Fraudsters
January 2010 Interview with Mohamed El-Erian, Article 2, Article 3
December 2009 Summary of A Gift to My Children
November 2009 Fiduciary vs. Agent
October 2009 Interview with Peter Bernstein
September 2009 Equanimity Amidst Chaos
August 2009 Re-tooling 401 (K) Plans for Success
July 2009 Secrets of the Academy & Compelling Evidence that Active Management Really Works
June 2009 - Index Funds: The 12-step Program for Active Investor (Download e-Book)
May 2009 - Gary Shilling's Economic Forecast
April 2009 - Commanding Heights: The Battle for the World Economy (Video)
March 2009 - Advisor Perspectives on Why Diversification is Failing
Feburary 2009 - The Panic of 1907
January 2009 - Asset Allocation Glide Path Tutorial

Resources:

2010 Key Numbers

Points to Ponder: Readings designed to motivate and provide reflection to the reader.
John Wooden 1910-2010
Remembering
Graduation
Gifts to a Newborn
Enough Stuff
The River or the Goal
The Gifts of the season
Writing an Ethical Will
Tapestry of Life
Old Fashioned Hardware Stores
The Story that Hands Tell
1000 Marbles
Ithaka
Everything I Know I Learned in Kindegarten
If...
Touchstones For Tough Times
See More in the Archive

Trust & Estate Planning Case Studies:
An in-depth description of financial planning tools and their proper use and application.
Charitable Lead Trust
Charitable Remainder Trust
Credit Shelter Trust
Domestic Self-Settled Spendthrift Trust
Donor Advised Fund
Dynasty Trust
Private Family Foundation
Qualified Terminable Interest Property Trust
Revocable Living Trust

Planning Templates:
A detailed analysis of specialty topics, with examples, charts, and tools.
Asset Protection Template
Basic Estate Planning Template
Basic Retirement Planning Template
Buying a Home Template
Caring for an Aging Parent Template
Charitable Giving Template
Disability Insurance Template
See More in the Archive

Recent Seminars:
Comprehensive presentations. Each seminar is 30-45 minutes in duration, comprised of 20-30 PowerPoint slides, a complete script, and an interactive client workbook. Each seminar comes with an accompanying 3-4 minute Flash version.
Basics of Estate Planning
An Introduction to Annuities
Variable Annuities
Retirement Basics
College Planning
Advanced Estate Plannning
Planning for Long-Term Care
Investment Basics
Retirement Income Planning

Recommended Books:

Clearing, Settlement and Custody (Securities Institute Operations Management)
By David Loader

Managing Technology in the Operations Function
By David Loader

More Recommended Books

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