Investment Advisor June 2002

Features

  • Wedding Planner

    In case you haven't noticed, those thick-as-a-phone-book wedding magazines do not generally have headlines that shout, "What To Do About That Humongous Credit Card Debt...

  • The IA Interview: Defining the Profession

    One nice thing about the Financial Planning Association's annual retreat is that it lets advisors get away from their day-to-day concerns and focus on long-term...

  • Asset Management: Build Your Own

    Despite the challenging outlook for equity markets, many investment managers are organizing and managing collective investment products, such as mutual funds or private investment limited...

  • The Numbers Game

    The theory has been developed, the calculations have been figured, and the percentages distributed. Now only time will tell if the expected results are achieved....

  • Limited partnerships Limited Opportunity

    After the Tax Reform Act of 1986 gave most limited partnerships a bad name and caused the bottom to drop out of the tax shelter...

Columns

  • The Nuts and Bolts of Monte Carlo

    The future of financial planning is in Monte Carlo. No, not the city. The technique. Already, many leading advisory firms have integrated Monte Carlo into...

  • What's In That Black Box?

    Advisors should understand the rocket science fueling the Monte Carlo engine they choose. Jerry Wagner of www.NETirement.com has posted critical comments about some of his...

  • Step by Step

    So far this year, I've lost almost 30 pounds. I did it through a process developed by Weight Watchers. Of course, I've always known the...

  • South of the Border

    I will bet you a peso (okay, 100 pesos), that you think you know the answer to the following question: What is Latin America? But,...

  • Involuntary Simplicity

    This may have been a mild reces-sion, but try to tell that to the father of three who's been cut back to part-time, or the...

  • Poised to Serve the HNW, and Advisors

    The Phoenix Companies Inc. has come a long way from its roots as a life insurance company for teetotalers. Founded as the American Temperance Life...

  • Living, and Dying, With Uncertainty

    Estate planning has always been one of the more difficult aspects of financial planning, since advisors and estate attorneys are drafting documents designed to accommodate...