Investment Advisor October 2004

Features

  • The Contenders: Election 2004

    The Presidential election is only weeks away now, and it's still anyone's guess as to whether George Bush will be reelected on Nov. 2 or...

  • Cut To Fit

    The number of affluent individuals in the United States and worldwide continues to expand, bringing a host of new clients seeking professional guidance from an...

  • Under Cover

    If you have any function with an employee benefit, retirement, profit sharing, 401(k), savings, health, or other type of plan, or if you serve such...

  • Bedrock Value

    There have been a lot of rumblings in the last few months about the need to shift client portfolios from small- and mid-cap stocks to...

  • Clean Team

    When it comes to client services and financial planning, Mike Leonetti believes two heads are better than one. In fact, his firm goes so far...

  • Luring the Wealthy

    Would you be more passionate about prospecting if you could clone your best clients? Prospecting is key to the success of your business, after all....

  • Joint Effort

    Investment advisors and financial planners prize their independence, but history shows that an effectively organized group of dedicated people can often achieve far more as...

Beginnings

Columns

Conclusions

Sidebar Stories

  • Who's Better-- Democrats or Republicans?

    Despite the latest polls and up-to-the-minute spin doctoring, we don't know who is going to win the majority of electoral votes on November 2. But...

  • Using Custom Tools

    This talk about custom-tailoring solutions is all well and good, but an obvious objection may be forming in your head. It all sounds great, you...

  • This is the second of a two-part series

    Last month: The value of investment policy statements

  • Keeping a record

    The following documentation should be maintained regarding ERISA decisions: o Journals, ledgers, bank statements, and appraisals that support plan assets and investments. o Analysis and reports...

  • Putnam Equity Income Fund

    800-225-1581 o www.putnaminv.com Ticker: PEYAX Manager: Bartlett R. Geer Manager's tenure: 4 years Fund started: June 15, 1977 Min. initial investment: $500 Load (front-end): 5.25% 12(b)-1 fee: 0.25% Net assets: $3.19 billion P/E ratio:...

  • About The Manager

    Bart Geer is a Chartered Financial Analyst with more than 23 years of professional investment experience, although he notes that he personally has been a...

  • Michael Leonetti

    Leonetti & Associates 1130 Lake Cook Road, Suite 300 Buffalo Grove, Illinois 60089 877-909-6535 www.leonettiassoc.com E-mail: Mleonetti@leonettiassoc.com Year practice began: 1982 Number of advisors in office: 10 Number of clients: more than...

  • Model Portfolios

    To better serve his smaller-account clients and the family members of some of his larger clients, Leonetti's firm offers a mutual fund modeling service. After...

  • This is the first of three articles

    Next month: Converting prospects

  • What's in a Name?

    Junxure's history is a bit confusing because of its former association with Schwab Performance Technologies. Junxure got its start by signing an agreement to let...

  • Behind the Numbers, With Gary Shilling

    While he has been consistently bullish on bonds, Gary Shilling's allocation to that sector is now almost double the panel's average. "Since May stocks have...