Research Magazine April 2009

Features

  • The Lure of the Frontier

    Here's an emerging market with some impressive numbers: Argentina's stocks had an inflation-adjusted average annual return of 10.9 percent in a decade when equities in...

  • Choose Your Partner

    It's not a question of any port in a storm -- it's the right port ... in a tsunami. That's what independent broker-dealers are seeking...

  • Simply Indispensable

    In a one-and-a-half page memo to Commonwealth Financial Network's advisors sent in January, new CEO Wayne Bloom mentions the word "indispensable" or "indispensability" five times. "It's...

  • A Partner for Planners

    Michael S. Burnham has always had a yen for new beginnings. The visionary has been involved in launching and developing ventures like ice-cream novelty Chipwich,...

Editor's Note

News

Voices/Columnists

  • Get It Wholesale

    Just as your clients need trusted advisors, you need some of your own. Since it would be silly to be your own tax preparer or...

  • The Deal

    Over the years, The Deal has always been a favorite topic among Americans. In the '60s and '70s, we were captivated by Monty Hall's "Let's...

  • A Time for Resiliency

    Globalization and technology have heightened the interconnection, interdependence and fragility of today's marketplace. In response, Philip Kotler and John Caslione, authors of "Chaotics: The Business...

  • Seeking Purpose

    Most successful advisors recognize the importance of connecting intergenerationally with their clients' families. What happens when the advisor discovers the complexity of the family dynamics...

  • Group Presentations

    It's understandably difficult to think about growing your business in volatile times such as these -- but it's essential that you do so anyway. As...

  • Hanging Investments on the Wall

    Who: George Wachter, Vice Chairman, Old Master Paintings, Sotheby's Where: Caf? Boulud, 20 East 76th Street, New York, February 20, 2009 On the Menu: Fois gras, coq...

  • A Short History of the Bubble

    In the 19th century, before liberalism became the unmentionable "L" word, it used to denote an economic ideology that was rather like Reaganomics. Defending...

Investment Spotlight

  • Attractive Fuel

    Mark L. Reichman SMH Capital 713-220-5113 Mark.reichman@smhcapital.com While we believe the long-term outlook for the coal industry is constructive, the combination of a weak economic environment, falling commodity prices,...

  • Powerful Currents

    Greg Gordon, CFA Citigroup Global Markets 212-816-2802 Greg.gordon@citi.com The Citi utility index was down 24.4 percent in 2008 vs. 36.1 percent for the S&P 500 on a total-return basis,...