Investment Advisor December 2004

Features

  • Frank Talk From the Bond King

    With the exception of Federal Reserve Chairman Alan Greenspan and Treasury Secretary John Snow, no one swings a bigger club in the bond market than...

  • Breaking the Barrier

    Do you feel as if you're working harder for about the same, or even less, compensation than you used to? If you feel that way,...

  • The Gift of Yourself

    It's a sun-splashed fall day and the upper reaches of Manhattan's Central Park are beckoning from across Fifth Avenue. Inside the stone and red-brick structure...

  • Getting There

    People have been trying to perfect the art of portfolio construction for a long time. But as anyone who has ever worked with a real,...

  • A Five-Star Performer

    The characteristics of the Greenspring Fund (grspx) might be a little hard to grasp at first glance. S&P calls it a "hybrid U.S. flexible" fund,...

  • Getting Real

    Unreasonable Expectation #1: We're in this for a sale Truth: PR Is Education, Not Selling Often when I tell people what I do for a living,...

  • Homeland Security

    An elderly professional couple recently applied for a credit card, in this case from a major oil company, and, to their great surprise, the request...

  • Watching the Signs

    In our previous two articles, we discussed how to use wealth signs of affluent investors to uncover "ideal" affluent prospects and turn them into clients....

  • From Friends to Clients

    Does this scenario sound familiar? You are a financial advisor of solid standing with plenty of visibility in the community. For several years you have...

Beginnings

  • More to Life's End Than Finances

    In "The Sixth Sector" in the November 2004 issue, Frank Patzke thoughtfully addressed critical areas that many financial planners and advisors miss. His heartfelt description...

  • CalPERS Raises Its Stake

    In November, the California Public Employees' Retirement System (CalPERS), the nation's largest public pension fund with assets totaling $168 billion, said it will increase its...

  • Emerging Market Debt Pays Off

    Among the riskiest investments available to U.S. investors, emerging market bonds have delivered outsized gains over the past few years. The bonds have benefited from...

  • Block That Hype!

    Around the time of the first Presidential debates earlier this year, I heard several talking heads on television and radio separately but equally pronounce the...

Columns

Conclusions

Sidebar Stories

  • Maybe This Time for CPAs?

    Ask most comprehensive advisors whether they believe that accountants will be a force in financial planning and most will pooh-pooh the notion, citing CPAs' "cultural"...

  • PIMCO funds: total return/i

    800-426-0107 www.pimcofunds.com Ticker: PTTRX Manager: William Gross Manager's tenure: 17 years Fund started: May 1987 Min. initial invest.: $5 million Load (front-end): 0.00% 12(b)-1 fee: 0.00% Net assets: $44.2 billion P/E ratio: NA P/B ratio:...

  • Mark Axelowitz

    Morgan Stanley 1345 Avenue of the Americas New York, New York 10015 212-649-8551 mark.axelowitz@morganstanley.com Year practice began: 1987, as trainee at SmithBarney. Also practiced at PaineWebber, Lehman Brothers, and Merrill...

  • About The Manager

    Chip, or more formally, Charles vK., Carlson is in many ways the embodiment of the Greenspring Fund's consistency. He's a Baltimore native and lifelong resident...

  • Levels of Engagement

    Based on research reported in the Gallup Management Journal, there are four distinct levels of customer engagement: 1. Confidence. This reflects the belief that the advisor...

  • A Year of Equalizers

    Our intent with this column during 2004 has been to help you cope with bigger competitors by showing you specific steps to help level the...

  • Behind the Numbers, with Sam stoval

    Standard & poor's chief investment strategist stresses that this month's change in allocation both corrects an earlier misstatement and represents a redefinition of the role...