Investment Advisor January 2003

Cover Story

  • Getting Legal

    If you want to pursue certification in any of the areas of elder issues facing your clients, there are a number of places to go...

  • Web Resources

    If you're trying to find information about various aspects of planning for the elderly, we have some good Web sites to start you off. Something...

Features

  • Stop, Thief

    Identity theft, byproduct of an information age rife with accessibility, is the nation's fastest growing white-collar crime, according to the Federal Bureau of Investigation. How...

  • Speaking Out

    At a recent seminar, planner Linda Gadkowski was in the midst of explaining the importance of accurate beneficiary designations when a young man suddenly leaped...

  • Linda Gadkowski, Inc.

    Linda Gadkowski 419 Huckins Neck Rd. Centerville, Massachusetts 02632 508-221-1618 lgadkows@capecod.net www.bhfe.com Year firm began: 1990 Number of advisors in the firm: Two advisors, one part-time assistant Number of clients: Twenty clients for...

  • Linda's Lessons

    Linda Gadkowski has presented hundreds of workshops over the past 12 years. Here are her suggestions on how to ensure that a seminar is successful. 1....

  • Tools of the Trade

    LIn part I, we discussed the reasons for the changing nature of estate planning. We argued that many wealthy clients are examining their estate plans...

  • Divorce Planning

    The estate planning process needs to address the possibility that the client or one or more heirs may become divorced. Among the issues that should...

  • What's A Gift?

    To understand virtually all planning techniques, the planner needs to understand the four basic parts of almost every asset that can be appropriately divided in...

  • Engineered Success

    As a research engineer, John Montgomery trained at MIT and in his first jobs immersed himself in quantitative methods and transportation theory. But he was...

  • About the Manager

    John Montgomery started Bridge- way Capital Management, Inc., in 1992 and manages six Bridgeway portfolios. He holds a BA in engineering and philosophy from Swarthmore...

  • House Hunting

    If you haven't noticed, the number of firms offering clearing services is dwindling. During the last year alone, Weiss, Peck & Greer sold its correspondent...

  • A Few Good Reps

    George Diachok is no stranger to the broker/dealer business. In fact, he retired from it in 2001 after selling the firm, Multi Financial Securities, that...

Columns

  • Drilling Down For Income

    Here's an alternative investment strategy that deserves your attention: direct investment in producing oil and gas properties. "It's a true means of diversification" for high-net-worth...

  • Part 1: The New Old Kid

    Back in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...

  • Part: 2:Small World

    Ameritrade is doing something really different: targeting small advisors that none of the other custodians want. Bear Stearns, Merrill Lynch, and Raymond James have all...

  • Let Me Entertain You

    What if there were a simple, low-cost way to entice your best clients to introduce you and endorse you to their friends? I've got some...

  • Be It Resolved

    Thank goodness for New Year's resolutions! This seasonal exercise allows us to look back at the past year, resolve to do better in mastering weaknesses...

  • A World of Taxes

    The U.S. tax system is extremely complex, and to an investor it can be very dangerous--much like traversing a minefield without the proper maps to...