Investment Advisor September 2002

Cover Story

Features

  • Keeping the Faith

    Remember the old vaudeville routine where, in a bid to stretch credulity, the street performer challenges his audience with the leading statement, "It was so...

  • Letter to A Friend

    Client communication is essential, especially when the majority of clients are relying more than ever on planners to make the best (recovery) decisions for their...

  • Back To Bonds

    As one of Investment Advisor's asset allocation panelists, Gary Shilling of A. Gary Shilling & Co. shifted his September allocation recommendations to more heavily favor...

  • Your Peers Speak

    Keeping the faith" may appear easier than it really is. The statement implies maintaining stability, integrity, and of course, client reassurance. But in a market...

  • Native Son

    Yes, he does have brightly painted totem poles as part of his office decor. But you may as well toss out all your other expectations...

  • A Real Gamble

    Dean Parisian criticizes the investing conservatism of Native American council leaders who will only put tribal funds into ultra-safe investments. But are there really so...

  • A Strong Case

    When trying to convince tribes to place their money in the care of his private investment management firm, or indeed any private investment firm, advisor...

  • Avoiding the Spiral

    Many financial professionals are giving away their time, energy, and expertise for free in the form of unpaid sales presentations and elaborate financial plans with...

  • Climbing the Ladder

    Many investors are scrambling to the perceived safety of fixed income in these troubled market times, but bonds have risks of their own. There is...

  • Team Work

    Whether we like it or not, we tend to judge one another by what we do and those with whom we associate. "Tell me thy...

  • The Long View

    Advisors generally have specialties. Their practices cater to a gamut of niches, from attorneys and physicians to movie stars, business owners, and nonprofits. But there's...

  • Understanding LTC Underwriting

    As underwriting requirements toughen in the LTC insurance market, some clients may find themselves unable to get insurance. One way to help your client find...

  • Experience Counts

    Throughout his career, fund manager Thomas Barry has worked through market times when every investor felt they were so deep under water they'd never again...

  • About the Manager

    O. THOMAS BARRY III is the CIO and senior executive VP for Bjurman, Barry & Associates, and senior portfolio manager of Bjurman Micro Cap Growth...

Columns

  • Foliofn Ups the Ante

    Foliofn is hitching its wagon to the booming separately managed account market with the recent launch of Folio Allocator. The online brokerage firm's founder and...

  • A Loss of Faith

    One year ago, 9/11 shook our sense of security like nothing else we'd ever experienced. Since then, the S&P 500 and the Nasdaq have ignored...

  • By the Numbers

    Last year, an advisor I know made a commitment to convert his insurance-oriented financial planning business to fee-based asset management, and he decided to do...

  • Separate Accounts, Taxes, and You

    It seems almost guaranteed that 2002 will not be a memorable year for investment performance. However, performance reporting is another matter. This year has seen...

  • Japan Ink

    Mention Japan to a crowd of clients, and you'll wind up in a room with plenty of emptied chairs. Yet, despite this recent most volatile...

  • Small-Cap Japan

    Kenichi Mizushita has managed Fidelity Japan Smaller Companies (FJSCX) since December of 1996. Mizushita joined Fidelity as a research analyst in 1985, covering a variety...

  • Prospecting StarMine

    These days, finding a good analyst is like trying to find a needle in a haystack. Or like being suddenly cast adrift from your trusted,...

  • Life Planning's Founder Speaks

    I 'm a meat and potatoes kind of guy. I like facts, clear-cut answers. I like Monte Carlo simulations that project my portfolio's potential returns...

  • Kinder on Childhood & Money

    You focus a lot on how attitudes about money are formed in childhood. Why? As a rule, I don't go into childhood with my clients although...

  • Seven stages revisited

    Back in May 1999, George Kinder published The Seven Stages of Money Maturity (Dell, available through the Investment Advisor bookstore at www.investmentadvisor.com). Here's what Senior Editor...