Investment Advisor January 2005

Cover Story

Features

  • Fair Weather Ahead

    It's not likely that any of them will start belting out choruses of "Happy Days Are Here Again," but if the members of Investment Advisor's...

  • Less Is More

    Imagine running a practice with no formal marketing strategy or public relations effort. You haven't formulated a plan to increase revenues or profits or assets...

  • Getting the Vitals

    Many financial advisors are drawn to the profession by a sincere desire to help clients. They dedicate themselves to learning about investment products, financial markets,...

  • Taking a High-Tech Tack

    Bob Lee's goal for the Sentinel Mid Cap Growth Fund (SNTNX) has been to achieve above-average performance, whether conditions indicate the overall market should be...

Beginnings

Columns

Conclusions

  • An Online Tool to Manage DB Plans

    Have you contemplated managing defined benefit plans but recoil at the thought of working with pension attorneys and actuaries? Well, CCA Small Business Group in...

  • Exchange Opportunities

    Advisors looking for tax-deferral opportunities for clients might want to consider 1031 exchanges. A 1031 like-kind exchange occurs when a taxpayer sells business property and...

Sidebar Stories

  • Acquisitive Fidelity

    Consolidation in the clearing business continues apace. As Investment Advisor went to press, National Financial, Fidelity Investments' clearing arm, announced on Dec. 16 that it...

  • Mary Mettler

    Mary A. Mettler, CFP 4462 24th Street San Francisco, California 94114 Phone: 415-826-0357 Fax: 415-826-4362 E-mail: mettlersf@aol.com Year Practice Began: 1992 Number of Advisors in office: 1 Number of clients: 7 Compensation method: Fee-Only Fee...

  • About The Manager

    Robert L. Lee, CFA, is senior VP of Sentinel Advisors Company in Montpelier, Vermont, as well as being Mid Cap Growth Team Lead Portfolio Manager. In...

  • Happy Anniversary to Us!

    We often use this space to relate the accomplishments of the extended IA family. This month, we'll pat ourselves on the back. 2005 marks the...

  • The Pension Congress?

    We've all heard of a defined benefit plan and defined contribution plans like the 401(k). But what's a DB(k)? Rep. Rob Andrews (D-NJ) introduced his...

  • Behind the Numbers, with Lincoln Anderson

    "I'm staying with it," says lpl financial's chief investment officer of his 2005 allocation strategy, which is the same one that he used to usher...