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

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Conclusions

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