Investment Advisor May 2003

Features

  • Looking Ahead

    There has been much hype about Monte Carlo software and how it can help clients plan for retirement. But some of that enthusiasm has been...

  • Adapt or Die

    With any event that brings about sudden change, humans tend to exhibit a gradual reaction in trying to grasp the situation. Denial usually comes first;...

  • Location, Location, Location

    Looking at Security Capital European Real Estate Fund's track record, it's easy to be impressed. According to Standard & Poor's, SEUIX ranked 13th within the...

  • About the Manager

    Kenneth D. Statz is a managing director and senior market strategist of Security Capital Research & Management Inc., and is a member of the firm's...

  • North by Northwest

    If, like most of us, your mental images of Alaska come primarily from Jack London, the 1990's television series "Northern Exposure," and documentaries on puffins...

  • Terry Welsh

    Alaska Financial Associates 809 Water Street Ketchikan, Alaska 99901 Phone: 907-225-0619 Fax: 907-247-0619 afa-advisors@att.net www.afa-advisors.com Year practice began: 1987 Number of advisors in office: 1 advisor, 2 administrative staff in Ketchikan; 1 advisor...

  • Always Give Thanks

    Terry Welsh isn't expecting a thank-you note from the moose that occasionally chomps on the foliage just outside his Anchorage office, but the big beast...

  • The Other Way

    After nearly four years of a bear market in equities, investors have been pounded and they're desperately seeking investments that will yield decent returns. As...

  • The Merger Maven

    You don't usually think of mutual funds when you are looking for alternative investments. But two mutual funds that do employ hedge fund-style trading strategies...

Columns

  • Restoring Confidence

    Thoughts of early spring in Washington, D.C. usually conjure images of visitors clamoring to view the cherry blossoms. But spring is also the time when...

  • It's Tough Out There!

    Although we recently began the fourth year of the bear market, there was no mention of the bear's birthday in personal finance magazines, no specials...

  • The Return of Peter Mangan

    Peter Mangan is back, and he is looking to run a custodial business catering to independent advisors again. Only this time, Mangan owns the firm....

  • Stay Flexible

    Many clients and advisors are surprised to discover that life insurance is possibly the most unique estate planning tool available to the financial planning team,...

  • Hope, Sweet Hope

    With its profusion of new growth, warmth, and color, spring tends to lighten people's spirits and foster a sense of optimism about the future. But...

  • Get Outta Here!

    Management guru Tom Peters introduced the concept of "management by wandering around." I would like to introduce you to the marketing corollary: "marketing by hanging...

  • Profit Is Not A Dirty Word

    Over the years, I've seen way too many advisors avoid thinking about their practices as businesses, apparently under the misperception that such prurient matters would...