Investment Advisor March 2005

Features

  • Filling the Gap

    Last summer, an article appeared in an industry publication about a financial advisor in California who was frustrated with her situation. She managed the majority...

  • A Withering Retirement?

    You may be surprised at how retirees are looking at investing their 401(k) rollovers and working with their advisors. I certainly was. There has been...

  • Happy Together

    As nearly all small business owners can attest, opening and nurturing a business can be a task that can consume the owners and put serious...

  • Avoiding Family Trouble

    Family offices have become the rich person's strategy du jour for managing wealth on behalf of future generations. By some accounts, there are now over...

  • Shelter from the Storm

    When something goes wrong in our society, there seems to be a knee-jerk reaction that requires finding someone or something to blame, and we hope...

  • Estate Tax Hedging

    Despite the uncertainty over the eventual fate of the estate tax in 2010, sales of survivorship life insurance--which pays the estate taxes due at the...

  • Spreading Trouble?

    The Consumer Price Index inflation rate has lagged the Producer Price Index inflation rate for the better part of two years. While this may seem...

Beginnings

  • A Shout Across the Divide

    As a person who just hired a grad- uate of the University of Wisconsin-Madison Personal Financial Planning (CFP) program, the February 2005 cover story, "The...

  • Global Macro and CTAs Attract Assets

    As advisors become more sophisticated applying non-correlated hedge fund strategies, those who adopt a core-satellite portfolio approach to their absolute return allocations are demonstrating increased...

  • Gaining the All-Cap Edge

    Among the best long-term performers in the all-cap growth category, the $13.8 billion Calamos Growth Fund (CGRIX) invests in companies of any size that have...

  • Translating Experience

    Experience is not what happens to a man," wrote Aldous Huxley, "it's what a man does with what happens to him." Dave Huber says his...

Columns

Conclusions

Sidebar Stories

  • About the Manager

    A 30-year veteran of the financial services industry with experience in portfolio management, research, trading, and sales, Andrew P. Pilara, Jr. has been responsible for...

  • Sharing the Burden

    Instead of trying to make your new associates marketing people, include them in the delivery of your services, using their technical skills to work with...

  • Mellan's Money Types

    Knowing the characteristics of the four major money types can help you serve clients better: o Hoarders. Those who think that money is security and spending...

  • The Wealthy Are Different

    The findings we discovered for the mass affluent are contradicted by the few wealthy respondents who were in our groups. These people had an entirely...

  • Robert C. Eddy and Margaret F. Eddy

    Creative Capital Management Inc. 2650 Camino Del Rio North, Suite 302, San Diego, California 92108 Phone: 619-298-3993 Fax: 619-298-1976 Web address:www.creativecapitalmgt.com E-mail: bob@creativecapitalmgt.com; peg@creativecapitalmgt.com Year practice began: 1975 Number of advisors...

  • Insurance Doesn't Solve Everything

    Just as having a good relationship with your clients is no substitute for adequate E&O coverage, the insurance is also no reason not to make...

  • Looking Back

    In a 1988 interview with this magazine, then known as The Stanger Register, Lawrence Summers, an economic advisor to Presidential candidate Michael Dukakis, addressed some...

  • Behind the Numbers, with Mark Balasa

    The spokesman for the Alpha Group explains that while the group collectively sees more positives than negatives in the stock market, it's unlikely that its...

  • Bipartisan Hopes?

    There is no shortage of legislation to reform Social Security, but for anything to pass it must have bipartisan support, Arizona Republican Congressman Jim Kolbe...

  • Thanks to You

    We reviewed IDS along with Investigo in our usual way. I invited a group of advisors to join a Web-based demonstration and conference call led...