Investment Advisor December 2007

Features

  • Give, Wisely

    No one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...

  • Care Givers

    The American population is aging rapidly and more than 76 million baby boomers are now moving through the second half of life. To boot, these...

  • Target Date: Now

    A few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...

Beginnings

  • It Seems Like We Touched A Nerve

    I am writing regarding your recent misguided November 2007 editorial entitled "Rainbow Advisors." While I applaud and support the idea that planning cannot be a...

  • Asset Allocation, December 2007

    To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.

  • 130/30 Market May Open Up

    Despite the growing popularity of 130/30 strategies, this market remains in its infancy and is likely to change in radical ways over the next few...

  • It's a Small World After All

    Stocks in developed international markets look like a bargain these days, trading at a 13.1 times consensus estimates of 2008 earnings. By contrast, the S&P...

  • Victims & Victors

    The fallout from the subprime meltdown has affected homeowners, bankers, and investors, and now has settled on some of the top corner offices of Wall...

  • Business-Like Schwab Party

    Throughout its 17 year history, the Schwab Impact gathering sponsored by Schwab Institutional has grown in size, ambition, and celebrity sightings. This year--the 20th anniversary...

  • Catching up with... Adrian Nazari

    The last time Adrian Nazari's name appeared here, it was January 2004, when we reported that LPL Financial was rolling out Nazari's MoneyFind liability management...

  • Group Think

    The Financial Planning Association and Janus announced the 2008 deadlines for entries for the Financial Frontiers Awards, a program that "promotes advanced research that expands...

  • Changes

    The Financial Planning Association announced that Richard Salmen of GTrust Financial Partners in Overland Park, Kansas, is the president-elect of the 29,000-member planners' association for...

  • Upgrades

    LPL Financial Services has partnered with Fiduciary360 in a program under which LPL-affiliated advisors who wish to provide consulting services to retirement plan sponsors must...

  • Tech-Savvy Advisors

    The latest MKT report by Schwab Institutional, Technology Best Practices: Making the Most of Your Technology Investment, finds that the best-managed advisory firms have clear...

  • A Force in the West, With Aspirations

    Typifying a growing trend in the independent advisory industry, two big California wealth management firms--Kochis Fitz of San Francisco and Quintile Wealth Management of Los...

  • You Are Like Your Clients

    I asked Tim Kochis the question I pose at the end of nearly all my interviews these days. "What," I said, after we had discussed...

Columns

  • Add a Break-Up Quarterback

    In previous columns, we've examined how a variety of independent advisors--from solo practices to firms with offices in several cities--use outside specialists to provide the...

  • Fixing the Broken Windows

    As practices get larger, owners risk losing touch with their staffs and the culture they are trying to create. In many growing firms, owners frequently...

  • Future Talk

    Every now and then you get a glimpse of the future--when you're presented with a new fact or idea that causes other bits of information...

  • Referrals Revisited

    "If there is one thing that I could do for you, what would it be?" When posing that question to seasoned advisors, the response I...

  • Deadline Looms for AMT Fix

    With a deadline to fix the Alternative Minimum Tax (AMT) by year-end fast approaching, Congress is in a mad dash to find alternative sources of...

  • The Mourning After

    As the december holiday season approaches, we want and expect it to be a time of joy, warmth, and intimacy with family and friends. But...

  • Bottom Up

    Last month, I gave a one-day practice-building workshop for ProEquities, Inc., concluding one of many business management conferences they offer their affiliated advisors each year....

Conclusions

Sidebar Stories

Web Extras

  • The Certification Advantage

    Many different designations have been designed to aid advisors in servicing elderly clients correctly. Here are three common designations recommended by advisors. Registered Financial Gerontologist (www.aifg.org) Introduced...