Research Magazine March 2009

Features

  • Advise Together, Rise Together

    J. Christopher Cooke never entertained the idea of working with his financial advisor father for fear that, he says, they "might kill each other." Similarly, Mike...

  • The Silver Crisis

    This is a story of speculative excess and backlash. It involves commodity prices surging and then plunging, risks spreading through interconnected markets, and financial institutions...

  • Making Magic

    When Raymond James & Associates recently named Dave Hilgendorf its Branch Manager of the Year, it didn't surprise those who work closest with him. He's known...

  • Best Behavior

    Some folks hatch their best ideas while sitting at a desk, flossing their teeth or sipping joe at Starbucks. Not Shlomo Benartzi. His creativity is...

  • Moment of Truth

    In trying times, when heroes are in such short supply, Americans have rallied around US Airways Captain Chesley "Sully" Sullenberger III, who safely landed a...

News

Voices/Columnists

  • Letter to Survivors

    No matter what the market climate, some FAs will survive. And of the survivors, some will get rich. Even though there are more frowns than...

  • Rethinking Risk

    For many clients, the years prior to 2007 were very good. Portfolio returns were pleasing and they didn't have to pay much attention to their...

  • Growth Through Strategic Alliances

    Of three main routes to business growth -- capturing additional assets from existing clients, getting new clients via referrals from existing clients, and forming strategic...

  • Second Thoughts on First Impressions

    The name of Emmi Sorokin's image consulting firm is an inspired choice. It's a Man's World is tongue-in-cheek enough to avoid raising the ire of feminists,...

  • Will Obama's Plan Rebuild the Economy?

    In the 1920s, when the Soviet government was confiscating hidden gold, foreign currency and jewelry from previously wealthy citizens, a joke was making the rounds. An...

Investment Spotlight

  • REIT Investing: Shifts in Focus

    --- Paul Puryear Raymond James 727-567-2253 Paul.Puryear@RaymondJames.com Not unlike last year, we approach 2009 with a lot of caution but we still recommend REITs as a defensive investment. There...

  • Biotech/Health Care Investing: Selective Growth

    --- Alexandra Hauber J.P. Morgan 312-325-3694 Alexandra.m.hauber@jpmorgan.com We expect currency to have a significant impact on 2009 earnings. The biggest effect, due to the British pound weakness, is likely at...