Investment Advisor April 2003

Cover Story

  • Breaking Bad News

    Bad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....

  • Next in Line

    There are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...

Features

  • Enduring Value

    Two years ago, Investment Advisor took a broad look at the REIT and real estate investment market. In that story"(Is It Safe?" March 2001), a...

  • Jumping Into the Next Phase

    Drop by an FPA or NAPFA conference, and you'll be sure to find Bob Veres, surrounded by a crowd of advisors who want to ask...

  • Mental Accounting

    In today's highly competitive environment, advisors are employing various client-profiling tools to understand more about their clients' needs. Some have embraced a more comprehensive financial...

  • Couple or Companions

    You just got a hysterical call from a long-time client. She's uncontrollably upset because he's had a massive heart attack and things don't look good....

  • Next in Line

    There are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...

  • Karen McIntyre

    Executive Financial Services, Inc. 1029 North Bethlehem Pike Spring House, Pennsylvania 19477 215-643-5600 karen@assetcoach.com www.assetcoach.com Firm founded: 1984 Year McIntyre joined the firm: 1993 Number of advisors in office: 4 advisors, 2 administrative...

  • Where Everybody Knows Your Name

    Karen McIntyre works out of a bedroom, but it's not what you think. The offices of Executive Financial Services are located in a quaint, historic...

  • Little Fish, Big Fish

    In a sector as diverse as financial services, it's sometimes difficult to understand why all the companies in the sector are lumped together. Home to...

  • About the Manager

    Anton V. Schutz is president and founder of Mendon Capital Advisors Corp. in Rochester, New York, and manager of Burnham FInancial Services Fund. Mr. Schutz...

  • A Pox on Market Timers

    Answering a question on the amount of cash he carries in his fund (7% as of the beginning of March 2003), Anton Schutz sounded off...

Columns