Investment Advisor November 2007

Features

  • Small Is Beautiful

    "Bigger is better." It's hard not to buy into it. These days it seems we're conditioned to want the bigger house with the bigger yard...

  • Give Them What They Want

    Brian Stimpfl has no delusions that TD Ameritrade can provide every possible technology solution to all of its customers. On the other hand, Stimpfl knows...

  • The Long and Winding Road

    Six months have passed since I became an independent advisor and it has proved to be a very interesting period, to say the least. At...

  • Balanced Contrarian

    When it comes to investing during turbulent times, it can be very difficult to justify to clients that staying with an asset mix that works...

  • The Caring Voice of Reason

    "Our clients don't come to us to be their friends," says Nancy Gardner. "They come to us as professionals to manage their money. They want...

Beginnings

Columns

  • A Lean, Custom Team for Today

    One of the benefits of multi-disciplinary teams is that they can uncover hidden problems--or details--in a client's financial life. As we saw in last month's...

  • Heirs and Omissions

    If you had a career wish for your daughter or son, would it be as a financial advisor? If that wish came true, could you...

  • Today's the Day

    I imagine it's bittersweet when one's dire predictions become reality: on one hand, you'd have to be somewhat gratified to know you were right; on...

  • Too Much of a Good Thing

    A rubber band stretched to its limits and then let go will always snap back. Unfortunately, the markets are not as predictable as rubber bands....

  • On the Agenda: Insurance and Ratings

    The hot topics that Congress will continue to debate this year and into 2008 are whether to create an optional federal regulator for the insurance...

  • Stressing for Success

    What could be more satisfying than the life of a financial advisor? You're helping people solve their problems, get rid of financial pressures, become more...

  • Draft Picks

    This may be hard to believe, but I can usually gauge whether a financial planning job applicant will make a good employee within the first...

Conclusions

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