Investment Advisor December 2003

Cover Story

Features

  • Signing On

    It's a Thursday afternoon, and you're preparing for a routine client meeting. You pull out your clients' file--which unfortunately still lives in a beige manila...

  • A Matter of Interpretation

    As the interpreter for Lee Kramer at Kramer Financial in Frederick, Maryland, 23-year-old Lisa Soyke got an associate degree in Sign Language Interpreting in 2001...

  • Resource Aids

    Planners oJeffrey H. Massey, Massey & Associates, Inc., jeffrey.massey@masseyandassociates.net oJoel A. Larsen, Larsen Financial Strategies Group of Wachovia Securities,jlarsen@wachoviasec.com; TDD phone: 707-422-1762 oLee Kramer, Kramer Financial Inc., lee@kramerfinancial.com Technology oDarren...

  • Blowing Your Own Horn

    In this, the first of a three-part series on the challenges facing fee-only advisors, the authors address these advisors' marketing challenges. The next two articles...

  • Time Management

    Victor Hugo once said, "The future has several names. For the weak, it is the impossible. For the fainthearted, it is the unknown. For the...

  • The Dollar is Falling

    Though the stock market is showing solid signs of recovery, some investors are still wary of equities. After waves of corporate accounting scandals, and with...

  • Ounce Of Prevention

    During our discussion with fund manager David Tice, he referred to the speech "Deflation: Making Sure It Doesn't Happen Here," given by Governor Ben S....

  • The Total Picture

    James Brown was elated. He had finally reached a level of financial security where he felt he could afford a vacation home. After receiving a...

  • Adaptation

    Ram Kolluri was 22 years old when he first arrived at JFK International Airport one hot summer afternoon, clutching a single small suitcase and the...

  • Ram Kolluri

    Ram Kolluri GlobalValue Investors, Inc. 821 Alexander Rd. Princeton, New Jersey 800-637-9955 www.globalvalue.com rkolluri@globalvalue.com Year practice began: 1982 Number of advisors in office: 3 planners, 1 analyst, 1 support staff member Number of clients:...

Columns

  • Getting Past Square One

    When Mike Matson of Matson Financial Advisors in Danbury, Connecticut, decided to add retirement plans to his practice, he found that his background in planning...

  • Top Considerations

    On the Web, Education Among the places to learn more about running retirement plans are Web sites like www.freeerisa.com, www.plansponsor.com, and the plan provider directory...

  • Becoming Trustworthy

    Trust is a prerequisite for success with every client. Yet, if you do a search of the Web or advisor trade magazines, nobody in the...

  • Close, but No Cigar

    Investment Scorecard, a profitable Nashville-based technology firm with 100 employees that performs reporting services for about 550 trust companies and institutions, wants to get into...

  • Holiday Weak

    No season abounds with joy, celebration, and yearning more than the holidays. At the same time, no season is more fraught with anxiety, depression, and...

  • "If You're Happy and You Know It ...

    At the recent International Positive Psychology Summit, I had the opportunity to conduct an interview with leading psychologist Dr. Martin Seligman, past president of the...

  • Rx for Your Practice

    Chances are you feel perfectly healthy. But it's still a good idea to go to your doctor for regular check-ups. Why? Well, for one thing,...

  • A Matter of Law

    Relatively small changes from the 2003 tax cut--the Jobs and Growth Tax Relief Reconciliation Act, or JGTRRA--will have far-reaching impact on this year's tax return....