Investment Advisor August 2004

Cover Story

  • Doing the Right Thing

    George Schwartz had already established himself as a savvy money manager with his Schwartz Value Fund (RCMFX) and had an impressive roster of private clients...

Features

  • Tightrope Act

    Investing in an environment of rising interest rates is a high-wire act. While bonds are paying more, their prices will continue to get smacked down...

  • Emotional Rescue

    A client calls, demanding to see you immediately. She's just discovered that her husband has been having an affair with a friend of theirs. She...

  • Central Office

    It's 7:45 p.m. and you find yourself finishing yet another client house call. You haven't eaten dinner at home regularly for weeks now, and in...

  • Community Affair

    Nobody likes paying taxes. But investing in an affordable housing tax credit program allows investors to take some of the pain out of this lifelong...

  • Coming of Age

    Why do Americans of all wealth levels continue to pour money into 529 college savings plans? The answer is simple: the cost of higher education...

Beginnings

  • On the Case

    Thank you, thank you, thank you for your great cover story, "Power of Attorney" (July 2004), about a law firm that also provides tax, financial...

  • Institutions Lead, but RIAs Lag

    Allocations from institutional investors caused hedge funds of funds assets to grow by 30% in the 12 months ended December 2003, according to a survey...

  • Overseas, It Pays To Be Small

    In a lackluster year for foreign equities, small-cap stocks have outperformed. Year-to-date through July 5, the MSCI EAFE Small-Cap Index rose 10.9%, while the broader...

  • On Being Exceptional

    It was Alexis DeTocqueville who coined the phrase "American exceptionalism" after traveling the young United States in the early 1830s. There were a number of...

Columns

Conclusions

Sidebar Stories

  • Setting Good Screens

    Let's say one of your clients is a tie-dyed, tree-hugging Planned Parenthood volunteer; the second is a pro-life, Baptist hunting enthusiast; and the third is...

  • About the Manager

    George P. Schwartz began his financial career as an investment research analyst at two NYSE-member firms in the Detroit area and then chaired the investment...

  • FPA sues the SEC over "merrill" rule

    After years of debate, the Financial Planning Association has sued the Securities & Exchange Commission to block the "Merrill Lynch" rule. Proposed in 1999 but...

  • Who's best? it all depends

    Asking which financial planning software is best may be the wrong question. What you should ask is, "Which is best for me?" Fortunately, you can...

  • A "Virtual Insurance Department"

    Have you been itching to break into the life insurance business, but only have a limited understanding of it, and lack the time needed to...

  • Looking Good

    Donna Panagakos has joined Investment Advisor as our new art director. She will be putting to work her years of experience in both consumer and...