Investment Advisor September 2005

Cover Story

Features

  • Outside the Box

    Equity managers are commonly hired to represent a particular "style" box that limits them to picking stocks with certain characteristics, like small-cap value or large-cap...

  • Redefining the Role of the Advisor

    Some advisors cling to the notion of specialization, thinking incorrectly, we believe, that a manager can specialize in a characteristic box. The four styles we...

  • Primed for Income

    When the bull market was peaking in the late 1990s, new issues of closed-end funds virtually dried up. According to Thomas J. Herzfeld Advisors, a...

  • Bank on It

    Just in time for the back-to-school season, here is a fund that takes a disciplined approach to investing. The manager stresses good old balance sheet...

  • Harvest Time

    Retirement planning has been mushrooming in the financial services industry. In 1985, a search of "retirement planning" in the LEXIS/NEXIS database drew 75 hits. Halfway...

  • Building a Brilliant Career

    Wherever you are in your career as an advisor, the quest for in-depth knowledge never ceases. One path to excellence is graduate coursework that results...

  • Proud to Be a Rep

    Like many planners who adopted the profession in the 1980s, Gary Charlebois got here in a roundabout way. Fresh out of college in 1976, he...

  • Draw Up a Plan

    Marc, at age 59, merged his successful financial planning practice with that of a 40-year-old planner who was affiliated with the same broker/dealer. Marc now...

  • The Care Calculation

    Sales of long-term care insurance (LTC) have been plummeting. In 2004, sales of individual LTC policies dropped 25% over 2003 sales, marking the biggest decline...

  • The Truth Behind Fairy Tales

    Most of us remember the story of the three bears. But did you know that baby bear had two siblings? Yes, there were two more...

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