Wealth Manager Web April 2008

Cover Story

  • Woman to Woman

    In her role as Renee Buchanan on ABC's "One Life to Live," actress Patricia Elliott plays the wife of a Texas oilman and real estate...

  • Getting the Max Out of Munis

    As concerns about mortgage defaults mounted last summer, investors grabbed super-safe Treasuries and avoided bonds that posed more risks. Besides getting rid of shaky, high-yield...

  • Steady As She Goes

    Recessions are inevitable. It's the timing and depth of economic contractions that keep everyone guessing. Since 1857, the U.S. has endured 32 recessions, according to the...

  • Analyzing Affluence

    Get-rich-quick formulas may be a crock, but studying the well-heeled still uncovers common themes for creating wealth, managing it and keeping the heirs out of...

  • Too Easy

    In the early days of my magazine career, I got a great deal of "snail mail" from various companies and their public relations firms. Most...

  • Buyer Beware

    Investing in 2008 isn't getting easier, and thanks to a recent Supreme Court ruling, it may not be getting any safer. Investor protections took a hit...

  • To Be or Not To Be a Resident

    Do you have clients who can answer "yes" to any of these questions: Are you considering changing your state residence? Do you have more than...

  • A Swiss Solution

    Consider the case of an emergency room physician and his attorney wife. Acutely aware of the liability inherent in the doctor's work, they were looking...

  • Love & Taxes

    A wedding is a solemn event that marks a personal commitment. So it's no surprise that taxes are probably the last thing on your clients'...

  • Clients on Board

    I've had the creation of a client advisory board on my To-Do list for several years now. Friends of mine who have them all rave...

  • Picking Winners

    To get an idea of how quickly the ETF market is growing, consider this: On average, one new exchange traded fund was launched every working...

  • The 50

    What follows is an alphabetical listing of 50 distinguished women in wealth management. It is not merely a list of who has the most assets...

  • Professional Presence

    Two advisors walk into a room full of potential clients, but only one attracts their attention. He has grace, style, and something special you just...

  • Giving Women a Break

    At close to 51 percent, women make up more than half of the U.S. population, yet a significantly smaller percentage works in the front lines...

  • Perfect Pitch

    "What do you do for a living?" We ask and are asked this question all the time. If you have a superior answer to this question,...