Investment Advisor December 2008

Features

  • Addition by Subtraction

    I have seen how money ruins families," says Louise Marie Cole, CFP, principal partner of Heritage Group of Companies in Toms River, New Jersey, and...

  • Now or Then?

    When the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...

  • Quiet, Please!

    Focus, discipline, and the ability to "turn everything off and just ignore the noise." These are the qualities that Philip Tasho, chief executive officer and...

Beginnings

  • Asset Allocation

    Behind the Numbers, with Sam Stovall In an interview with Fox Business early November, Stovall talked about his expectations for the remainder of 2008 and...

  • New Risk Measures

    The bad news in the global hedge fund industry has been hard to escape during this economic and market crisis as substantial investor redemptions, large...

  • Finding a Balance

    Since mid-September, market volatility has been hitting all-time highs, with crazy rides up and down (often within the same day); it thus may come as...

  • Where to From Here?: Election 2008

    Now that Barack Obama has been elected the next President of the United States, the nation's inboxes, airwaves, and TV screens are awash with advice...

  • Catching Up With KSU's John Grable

    For financial planning professionals who want to pursue a PhD, the task can be daunting. However, starting in summer 2009, Kansas State University in Manhattan,...

  • Group Think

    ? The SEC and the North American Securities Administrators Association (NASAA) announced they will waive the initial setup and annual system fees paid by investment...

  • Changes

    ? NAVA announced the election of Mark Casady, chairman and CEO of LPL Financial Services, as the chairman of its board. Casady replaces Clifford Jack,...

  • Upgrades

    Vanguard is planning to merge the $3.2 billion Vanguard Insured Long-Term Tax-Exempt Fund into the $2.8 billion Vanguard Long-Term Tax-Exempt Fund on December 12, 2008....

  • A Lesson in Compassion

    THIS MONTH'S HONOREE The individual: Shannon Eusey The firm: Beacon Pointe Advisors The causes: National Network to End Domestic Violence, Miocean Found- ation, Girl Scouts...

  • In the Numbers

    It's no news to you that it's important to look beyond the headlines, especially when said headlines are coming out of television speakers, to learn...

Columns

  • On Philanthropy, Is Your Client a Dynast?

    In last month's column, "The Fine Art of Planning with Collectibles," the discussion of valuable collectibles naturally led to the complicated issue of gifting to...

  • Yearning to Be Free

    As distressing as the market cataclysm has been for individual investors, financial professionals in every stratum have experienced multiples of this strain. Not only do...

  • Silver Linings

    Well, it's semi-official: We're in the midst of what will undoubtedly be deemed a recession as soon as this economic downturn reaches the requisite two...

  • Taking the Good with the Bad

    It's unfortunate but true that when the markets and economy are at their worst, advisors tend to see a rush of new business. The current...

  • Postcards From the Edge

    With the bailout package passed, a new President elected, and the markets beginning to settle down (we hope) a little, it's a good time for...

Conclusions

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