Investment Advisor February 2006

Features

  • The Silent Generations

    As a baby boomer, I think of my generation as anything but silent. We're notorious for speaking out loud and clear in all directions. All...

  • Silk Purses

    The average mutual fund investor made money in 2005. Perhaps not as much as in 2004, but positive returns were the norm, nonetheless. On the...

  • Look Before Switching

    Switching custodians. It's a decision that many advisors have already made or may make in the future. One of the most common reasons advisors choose...

  • China Hand

    As advisors seek portfolio diversification for their clients, investments in emerging markets have been receiving a great deal of attention. It can be extremely challenging...

  • Risky Business

    In the September 2005 Investment Advisor, we showed that characteristic (value-growth and market capitalization) constrained investing costs investors almost 300 basis points per year. Then,...

  • Primed for Growth

    After rebounding slightly in 2004, sales of variable universal life (VUL) insurance policies dropped 11% in the first three quarters of 2005, according to LIMRA...

Beginnings

  • Standards v. Membership

    Bob Clark's article in the January 2006 issue focused on recent speeches given by FPA Chair Jim Barnash and FPA President Dan Moisand at FPA's...

  • ERISA Ponders Alternatives

    The Employee Retirement Income Security Act of 1974 (ERISA) has been a provision most hedge fund managers have sought to avoid. However, as more pension...

  • Japan Funds Get Imperial Treatment

    Mutual funds that invest in Japan have blossomed. The average Japan stock fund soared 32.8% in calendar 2005, and registered an average annualized gain of...

  • Down, Then Up, in 2006

    Economic growth will slow a bit; earnings growth will moderate; large-cap will outperform small cap, non-U.S. equities will outperform U.S. equities for the fifth year...

  • Franchise Players

    Ten and growing, but not too quickly. That's the number of franchisees that SEI Investments Inc. has achieved in 2005 in its Wealth Network, part...

  • Start a New Season of Giving

    If you have ever spent time participating in a charitable organization or, in my case and that of my wife and children, being involved in...

Columns

Conclusions

  • Reform Is in the Air

    Officials in Washington expect Congress to pass legislation early this year that would shore up the nation's ailing pension system and provide tax breaks to...

  • Getting Ready

    While every year has its changes in terms of new and changed tax laws, the 2006 filing season presents a special challenge to the practitioner...

  • Missing the Point

    On December 30, I'm watching CNBC when Tom McManus, CIO at Bank of America, launches into a dissertation on "Growth vs. Value in '06." During...

Sidebar Stories

  • The Lottery Approach to Retirement Planning

    Here's an interesting statistic that shines some light on how the average person views the best way to save for retirement. According to two recent...

  • Behind the Numbers,with lincoln anderson

    Many americans seem to believe the housing market is the place to be for maximum return, but LPL'S chief investment officer disagrees. "I think that...

  • About The Manager

    In a career spanning four decades, Mark Mobius has moved from the Northeast U.S. to the Far East, and from scientific research to investments, in...

  • Seven Questions

    The essential issues for grownchildren to raise with their elder parents: 1. What legacy would you like to leave to our family? To the larger community?...

  • "Mom, Dad, Let's Talk": A Guide for Adult Children

    In our society, money means control and power. It's natural for parents to resist losing or giving up this control, especially if declining physical abilities...

  • Deon Blaney

    Private Wealth Management 1308 Reisling Court Las Vegas, NV 89144 702.734.1475 deon@pwmnv.com Age: 47 Title: Investment Advisor/Owner Education: Three years at University of Nevada, Las Vegas Founded firm: September 2005 Advisors in firm: 1 Assets...

  • Ursula Robinson Daley

    Athena Investment Group, Inc. 688 Lee Street Des Plaines, Illinois 60016 847-299-8877 Age: 34 Title: Investment Advisor/Partner Education: BA in psychology, University of New Hampshire; law degree, Pace University Joined firm: January...

  • Schapiro Tapped

    The NASD Board of Governors announced January 12 that Mary Schapiro will succeed Robert Glauber as chairman and CEO of NASD upon Glauber's completion of...