Investment Advisor February 2005

Features

Beginnings

  • Praise for "The Puzzler"

    Good article on "Do VAs Ever Make Sense?" (The Puzzler, January 2005) I wish you would look into some popular riders that I find very, very...

  • Why the Underperformance?

    Slumping returns, allegedly due to burgeoning capital flows chasing scarce market opportunities, were a prominent theme in the press coverage of hedge funds during 2004,...

  • Gold Dominates Materials Funds

    While managers of materials funds may invest in a variety of industries, including steel, glass, paper, and forest products, the volatile gold and metal mining...

  • Mind the Gap

    Around the family dinner table the other night, we were discussing the merits of the United States Constitution (don't you have those conversations nightly over...

Columns

Conclusions

Sidebar Stories

  • Is the FPA Irrelevant?

    Both experienced and new planners express frustration on figuring out how to hire and manage a talented employee, or how to be good employees. Industry...

  • Jamie Oder

    Saunders & Associates Financial Management 3204 Long Prairie Road, Suite D Flower Mound, Texas 75022-2718 972-724-9644 jamie.oder@lpl.com www.lpl.com/sa Age: 22 Title: manager, registered advisory representative Education: BA in financial planning, Kansas State University, 2004 Joined...

  • Owen H. Malcolm

    Sanders Financial Management, Inc. 4725 Peachtree Corners Circle Norcross, Georgia 30092 800-393-6443 omalcolm@sandersfmi.com www.sandersfmi.com Age: 29 Title: VP and COO Education: BS in finance, Berry College, 1997; MBA in entrepreneurship, Kennesaw State University,...

  • Tony Stureman

    Krouse Kern Wealth Management, Inc. 6509 Mutual Drive Fort Wayne, Indiana 46825 260-496-8297, ext 342 tstureman@krousekern.com www.kkwealth.com Age: 35 Title: Manager, registered advisory representative Education: AS in electronics engineering technology, ITT Technical Institute,...

  • About The Manager

    The path that J.C. Waller III took to his present position with Icon Advisers is not the typical one. He didn't come to Icon straight...

  • Looking back

    As part of Investment Advisor's 25th anniversary, we will be sharing some of that history with you from time to time. In an article written...

  • Behind the Numbers, with Liz Ann Sonders

    Charles Schwab & Co.'s Chief investment strategist, who debuts on our asset allocation panel this month, explains that her suggested allocation is designed for a...

  • More Opportunities for Roth Conversions

    The Internal Revenue Service has opened the door for older, wealthier individuals to convert their traditional IRAs into Roth IRAs. Previously, individuals earning more than $100,000...

  • Brand Yourself

    A handful of advisors take their personal likes and dislikes and incorporate them into their marketing. If you like babies, therefore, you would feature pictures...

  • The Dollar Cost of Compliance

    Securities and Exchange Commission regulations, along with legislation like Sarbanes-Oxley, the USA Patriot Act, and anti-money laundering rules, are putting a significant strain on asset...