Financial Planners Offer 2010 Investment Advice

Short term bonds and large cap stocks are among the investments financial advisers are recommending most in 2010. But outside these two favorites, a recent survey of 421 financial planners who are members of the American Institute of Certified Public Accountants found a wide variety of investment advice. The professional association of CPAs asked its members to name up to three instruments they are most often recommending to clients in 2010. Their responses:

• Short term bonds (40 percent)
• Large cap stocks (36 percent)
• Emerging market funds (23 percent)
• Small cap stocks (20 percent)
• Defensive stocks (18 percent)
• Growth stocks (16 percent)
• Commodities or precious metals (12 percent)
• Real estate (8 percent)
• Hedge funds (7 percent)
• Long term bonds (6 percent)
• Cash (3 percent)
• Don’t provide investment advice (21 percent)
• Other (19 percent)

Source: American Institute of Certified Public Accountants, 2010

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