Investment Advisor December 2009

Features

  • Out of the Fire

    "If a Category 5 financial storm comes, you better have a plan," warns Steve Chapman, VP and portfolio manager at Weiss Capital Management, a Palm...

  • Eight-Step Program

    Ask most people what they like about working with any small business and you'll hear answers such as their "personal approach" or "I'm not just...

Beginnings

  • Asset Allocation

    Behind the Numbers, with Sam Stovall In his most recent global equity strategy report S&P's chief investment strategist noted that November began what has often been...

  • Venture Populist: In Search of Superior Returns

    Contrary to conventional clich?, there is very little that is "binary" about venture investing outcomes. That is, when it comes to private investing, it is...

  • The ETF Advisor: Basic Materials ETFs

    Every day, investors are bombarded with economic data offering clues to future market movements. As the U.S. and global economies begin to emerge from recession,...

  • Schwab Ups the Ante on ETFs

    Schwab Investment Management Services announced November 2 that it is launching its own lineup of Schwab-branded ETFs that feature very low expense ratios and which...

  • The Pulse Quickens

    Below is the inaugural Top Wealth Managers Quarterly Pulse Rankings from WealthManagerWeb.com. The popular Top Wealth Managers survey and rankings are expanding from an annual...

  • Catching Up With...Gary Gallagher

    Gary Gallagher jokes that while he recently was given a new title that's longer than the old one he held at LPL Financial, "that doesn't...

  • GroupThink

    The Financial Planning Association (FPA) has announced Martin Kurtz as the group's 2010 president-elect. He succeeds Tom Potts, who assumes the FPA's presidency on January...

  • Changes

    Moneta Group, the St. Louis-based independent financial planning and consulting firm, has announced that William Hornbarger has come on board as chief market strategist ? Sara...

  • Upgrades

    Fidelity Institutional Wealth Services and National Financial introduced Nov. 11 "Insight & Outlook," a new program that offers FIWS's RIAs, and National Financial's broker/dealers, access...

  • Numerology: LTC Costs Spike

    While inflation might be tamed in the overall economy, price cuts have yet to hit long-term care. The 2009 MetLife Market Survey of Nursing Home,...

  • Danger & Opportunity: Staggering Toward Reform

    As we enter the final month of 2009, the financial services industry anticipates some type of reform from Washington by year-end, but the consensus is...

  • Danger & Opportunity: REITs on the Rise

    It looks as though the REIT market is poised for growth. A recent report by global consulting firm Mercer titled "Recapitalization and Recovery in the...

  • Fiduciary Pushback

    The American College, which provides educational exams for the Certified Financial Planner mark and other planner designations, supports an amendment to the Investor Protection Act...

  • Danger & Opportunity: The Empire State's New POA

    Effective September 1, 2009 the New York State Power of Attorney Law (found in General Obligation Law, Article 5, Title 15 (Sections 5-1501 to 5-1514)...

  • The Back to Basics Cycle

    There's a pas de deux that occurs when I interview someone for the Web or the magazine. In such a conversation, I will proceed to...

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