Wealth Manager Web April 2007

Cover Story

  • Nurturing the Legacy

    It's all about control. Wealthy retirees and the Baby Boomers coming up fast on their heels are used to calling the shots in their lives....

  • Cheap Blue Chips

    Managers of large-cap funds have good reason to feel exasperated. For seven straight years, small-blend funds have outdone large-blend, according to Morningstar. Is that losing...

  • Farming for Profits

    Detached from the hustle and noise of the markets, Jeff Auxier runs $500 million in assets from the suburbs of Portland, Ore. And that's how...

  • Tips on TIPS

    Inflation is an equal opportunity risk, harassing everyone regardless of race, creed, color or portfolio size. Yes, the threat can be neutralized to a degree...

  • Mr. Market Speaks

    When it comes to analyzing the capital markets, performance is king. But while returns are often the first number under scrutiny, veteran wealth managers know...

  • Time Out

    Winter is biting. Hard. Does that mean we can dream about spring and summer vacations without guilt about polluting the atmosphere in the process of...

  • Item by Item

    Planners who prepare returns for clients will have to do their math homework to determine whether to claim the standard deduction or itemize on Form...

  • Too Much Tech?

    Nightmare scenario No.1: En route to a meeting with your most demanding client, you're driving along a rural road that meanders in and out of...

  • The Culture of Compliance

    It hasn't taken long for the term "Culture of Compliance" to capture the hearts and minds of the securities regulators in this country. Born of...

  • Fighting Mad

    It was August 2001, and the future looked bright for advisor Tom Hine. After six years as a Registered Representative of Allmerica Financial and six...

  • Unto the Next Generation

    Thanks to long-standing rules in the tax code, people who sell inherited assets that have increased in value--such as stocks, real estate and works of...

  • The IRA Conundrum

    Individual Retirement Accounts started out as small potatoes. With annual contributions capped at $1,500 in the initial years from 1974 through 1981, then locked in...

  • The Black Hole

    With the potential to inform both ad-visor and investor about what's driving portfolio performance, monthly brokerage statements should be as valuable as the quarterly performance...

  • Hasta La Vista

    In developing Windows Vista over the course of five years, Microsoft Corp. may have made the "biggest investment ever put into a piece of software,"...

  • Not Quite Crystal

    Because the roof of our house is more than 45-feet high, we had hired a handyman to put up our holiday lights. After New Year's,...