Investment Advisor November 2004

Features

  • The Sixth Sector

    Like most financial planners, I have been tutored in the five traditional facets of planning: retirement, estate, insurance, tax, and investment planning. Recent events in...

  • The Present, Tense

    Helping professions are notoriously stressful. As a financial advisor, you have to help your clients deal with highly charged and taboo areas such as control,...

  • Custom Tailored

    Ken Robinson had a question about his mortgage. After meeting with his banker, Robinson--an independent financial advisor and founder of Cleveland-based Practical Financial Planning--decided to...

  • What Do Clients Want?

    The annual Securities Industry Association Sales and Marketing conference in New York in early October gave marketing big shots at some of the largest wirehouses...

  • Complicated Gifts

    First there was the guy who wanted to donate his banana tree to charity--he insisted that it was worth $35,000, but demanded that the charity's...

  • Sign Language

    When prospecting for new clients, the first step is to gain their trust so you can build a relationship and, ultimately, close the sale. How...

  • International to the Core

    Benjamin Segal brings a background to his job as portfolio manager for Neuberger Berman International/Investor Fund (NBISX) that is nothing if not international. He grew...

  • The Rewards of Dividends

    Scandalous accounting methods, massive corporate failures, and increased global economic and political instability over the past four years have produced one of the most volatile...

  • Partners for Life

    While retirement plan providers are paying close attention to the Securities & Exchange Com-mission's proposed rules to impose a 2% redemption fee on mutual fund...

Beginnings

Columns

Conclusions

  • Post-Retirement Planning

    After a long, hard struggle, millions of Americans are just about to reach the promised land of retirement--a time when they can sit back, relax,...

Sidebar Stories

  • PAUL NOLT

    Paul Nolt Precision Financial Services 145 Linden Grove New Holland, Pennsylvania 17557 717-354-8218 paul-pfs@hydrosoft.net Year practice began: 1981 Number of advisors in office: 1 advisor, 2 full-time employees. Additional part-time employees are...

  • About The Manager

    In the case of Benjamin Segal and the Neuberger Berman International/Investor Fund, both manager and fund boast international backgrounds. Mr. Segal grew up in the...