Investment Advisor October 2008

Features

  • War Room

    Maybe it was the bailout of investment bank giant Bear Stearns or the government takeover of Fannie and Freddie. Perhaps it was the steep decline...

  • One Small (Big) Step

    It's often educational to skip a conference for a year or two; it makes the changes stand out more. This year's FPA NexGen Conference, held...

  • Miami Advice

    One of the telltale signs that the advisory profession is still in its infancy is how many advisors started on another path before finding their...

  • Not Alone

    AMR Corp.'s decision to sell its money management arm, American Beacon Advisors Inc., to a private equity consortium--a deal that was announced in April 2008--bodes...

  • Sleuthing Bonds

    Furthermore, the correlation coefficient of the municipal to Treasury bond relationship has slipped from it's long-time average around 50% to below 0% recently, indicating that...

  • Gold Medal

    As a registered investment advisor (RIA), you are in the business of serving your clients' financial needs--and it's no exaggeration to say that the quality...

  • Stand and Deliver

    It's late morning, and the summer sun is shining on Mt. Kearsarge in central New Hampshire. Ross Gott, president of Kearsarge Capital Advisors in nearby...

Beginnings

Columns

  • Even Affluent Clients Feel the Chill

    The affluent may have significant assets, but that doesn't make them immune to economic chills. Even if retirement savings are in the multiple millions, affluent...

  • Going Green With Garbage

    When many advisors and their clients get together these days, topic number one is energy. Retirees are concerned that escalating costs for gasoline and electricity...

  • The Paradox of the Accountant

    Advisory practices operating inside of certified public accountant (CPA) firms are a paradox. They are growing faster than the advisory profession on average, but many...

  • The Real Deal

    It would be hard to overemphasize the impact that technology has had on the success of independent financial planning. Those old HP-12Cs empowered the first...

  • The Dawning of an Industry

    With gas prices and foreclosures at an all-time high, debt levels soaring, and paltry savings rates that Americans are infamous for, consumers are in dire...

  • Long-Term Losses

    Politics aside, the recent diagnosis of Ted Kennedy's serious illness has sparked an ache of loss in many of us--not just at the prospect of...

  • Know Thyself

    I get a lot of e-mails and chat room inquiries (the preferred mode of communication of my generation) from NexGen advisors asking how much they...

Conclusions

Sidebar Stories

Web Extras

  • Annuities for Women

    Women should put 40% to 80% of retirement assets into lifetime income annuities, according to Lifetime Income for Women: A Financial Economist's Perspective, a paper...