Research Magazine December 2008

Features

News

Voices/Columnists

  • Crisis Management

    In 1973, when Henry Kissinger was secretary of state, he said: "Next week there can't be any crisis. My schedule is already full." The time to...

  • What Can I Say?

    As the end of the year approaches, pretty much every advisor out there is starting to worry about those dreaded annual client reviews. During a...

  • Wise Counsel

    Normally, when people make investment choices preparing for retirement, they tend to look at their monthly bank and financial statements and the value of their...

  • Military Advice

    The Heroes Earnings Assistance and Relief Tax Act of 2008 implements numerous changes to the federal tax code that benefit military personnel and their families....

  • 2008-11-21T21:23:00Z

    Research sponsored by CEG Worldwide consistently shows that the single biggest driver of financial advisor success is client loyalty. Consider a 2005 study of 1,417...

  • 'A Financial Katrina'

    Ken Dychtwald and I were originally supposed to get together in late September in Atlanta, at Charles Schwab's IMPACT 08 conference. Dychtwald was one of...

  • Post-Crisis World

    Monday, October 13 was a great day. Shrugging off the unlucky devil's dozen date and the traditional curse of October, all three main indices on...