Investment Advisor June 2004

Features

  • Fly Right

    With changes afoot on everything from e-mail archiving to breakpoints to money laundering and the Patriot Act, independent broker/dealers have to be nimble. Into the...

  • Passing It On

    A family-owned business is one of the most common types that exist today, and is the backbone of American enterprise. The contemporary family business owner,...

  • A Rocky Ride

    Limited partnerships, a once popular investment vehicle initially created to help investors avoid paying taxes, and a vehicle used to retain high broker transaction fees,...

  • More Than Meets The Eye

    Appearances can be deceiving, and experts can look at the same data and draw different conclusions. Take Oppenheimer's Real Asset Fund. Its top holdings appear...

  • Fountain Of Youth

    If your clients call to say they're bringing their children to your meeting this afternoon, you'll probably put on an extra pot of coffee for...

  • Debunking Myths About ARMs

    While the number of home buyers using adjustable rate mortgages (ARMs) has increased to 35% from 14% a year ago, according to the latest figures...

Beginnings

  • What I Learned in Canada

    I learned at least two valuable lessons while attending the National Association of Personal Financial Advisors conference in Toronto. To wit: 1) Canadians have a good...

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