Coping with the credit crunch: Experts answer your questions
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Financial advisers panel
The Star-Telegram asked a group of local financial planners and investment advisers to answer your questions on coping with the current ups and downs of the investment markets and the impact on your financial/retirement plans. The forum is closed to new questions, but please feel free to peruse their answers below.
THE PANELISTS:
Jim Lacamp is a senior vice president and portfolio manager-portfolio focus with RBC Wealth Management. He serves on the Chairman's Council at RBC, which comprises the firm's top advisers throughout the country. He has been in the brokerage industry for 23 years and is a graduate of Baylor University with a double degree in Economics and Finance.
Bryan Clintsman is a certified financial planner practitioner and owner of Clintsman Financial Planning in Southlake. Bryan has been practicing financial planning for over 20 years, and is a past president of the Dallas Ft. Worth Chapter of the Financial Planning Association.
Burk Rosenthal is a certified financial planner practitioner and heads Rosenthal Retirement Planning, a registered investment advisory firm in Fort Worth. He is a Registered Principal, offering securities through National Planning Corporation, a Registered Broker/Dealer.
Ed Cherry is a certified financial planner certificant and chartered mutual fund counselor with Diesslin & Associates in Fort Worth. He has been a financial planning practitioner since 1995. He received a bachelor of business administration degree in finance from Texas A&M University.
Scott B. Reasor is an asset management associate with Diesslin & Associates in Fort Worth. He received a B.B.A. degree in finance from the University of Texas at Arlington. He performs investment analysis, risk/return analysis, performance measurement and asset allocation for client portfolios.
Barbara Shields joined Diesslin & Associates of Fort Worth in 2001. She received a bachelor of arts degree from the University of Texas at Arlington and a doctor of jurisprudence degree from the University of Texas School of Law. She received the certified financial planner designation in 1997. Her responsibilities with the firm include estate, education and special needs planning.
E. Kim Dignum is a certified financial planner, a chartered financial consultant, a general securities principal and a registered investment adviser at Raymond James Financial. She has been serving the financial planning needs of Fort Worth since 1986. She provides comprehensive financial planning and investment management services.
Kathy Moore joined Diesslin & Associates in 2000. She received the certified investment management analyst designation in 1999. Kathy performs investment analysis, risk/return analysis, performance measurement and asset allocation for client portfolios.
