John Robinson's Important Financial Planning Documents
The documents below have been created by John Robinson to assist clients in organizing their financial affairs and to help them address many of the important non-investment aspects of their financial plans.
What's the Best Fit for You?
Your Personal Balance Sheet (Sample)
Your Financial Planning Checklist
John Robinson's Professional Papers
Are Lifecycle Funds Getting a Bum Rap?
Planning For the Worst - Incorporating Disaster Preparedness and Emergency Planning into Mainstream Financial Planning
Reality Check - The implications of applying sustainable withdrawal analysis to real world portfolios
Who's the Fairest of Them All? A Comparative Analysis of Financial Advisor Compensation Models
Share Class Warfare
John Robinson's Op-Ed Pieces
The SEC's 12b-1 Reform Proposal is Based Upon Misguided History, Flawed Economics
The ZAG Study - Questioning the Objectivity of Industry Funded Academic Research
Financial Planning Magazine - 12b-1 Fee Reform
In Defense of "Faux Planners"
Response to "A Safer 4% Withdrawal Strategy"
