Wealth Manager Web December 2006

Cover Story

  • Goin' Up?

    For most advisors, it's a no-brainer to pick the fund with lower expenses, assuming the fund's style, market capitalization and other major factors are equal....

  • Bric Building

    In the late 1970s, retired London money manager Manfred Adami recalls, he would spend hours visiting U.S. pension fund managers, trying to convince them that...

  • Hometown Profits

    Financial funds have been ringing up profits. Beginning in 2000, the category outshined the Standard & Poor's 500-stock index for six consecutive years. During the...

  • Scalpel or Hammer?

    Indeed, the long-awaited (not to mention oft-predicted) shift to large-cap stocks appears to be taking hold. The Dow Jones Industrial Average, home to many megacap...

  • History Lessons

    Low inflation and strong economic growth fuel equity bull markets. But the process also works in reverse, and so the seeds are sown for bear...

  • Hit the Gas

    The oil and gas sector has become so popular over the last three years that the number of commodities-oriented hedge funds alone has more than...

  • The Power of One

    Asset allocation tends to be a do-it-yourself enterprise for wealth managers. But as multi-asset class funds become more sophisticated, some advisors are reconsidering off-the-shelf asset...

  • Global Ties

    Americans have just finished tucking into their Thanksgiving turkeys with much to be thankful for as stock markets hovered near or exceeded record levels, and...

  • Commodity Choice

    Commodities may be the oldest form of wealth, and recent academic work has concluded that over long periods of time, an investment in commodities has...

  • Broadband Maze

    High-quality broadband access is critical to the ability of small businesses to remain competitive, increase productivity, and improve customer communications. Imagine downloading an 8 Mbyte...

  • The 72(t) Solution

    Imagine you could turn all of your Baby Boomer clients on to a somewhat arcane section of the IRS Code that allowed them to withdraw...

  • A Fresh Look

    At age 32, Chad Burton, CFP, has realized as much or more business success than many financial advisors who are 20 years his senior. His...

  • The 'Go Team!' System

    I bet you thought cheerleading is just for high school students. In fact, cheerleading could be a quick way for you to close more business,...

  • Save a Piece

    Tax-savvy owners of small businesses, freelancers and other self-employed individuals know that they have two choices on how to write off their outlays for purchases...

  • Protective Covering

    Insurance has never been a favorite subject for fee-only advisors. First of all, your clients would rather talk about making money than spending it, especially...

  • Soft Sell

    Soft dollars won't be going as far as they used to in the new regulatory environment which means that investment advisors may have to change...

  • Off With Their Heads

    If you have clients who are contemplating loosening their grip on a concentrated stock position, you may have already taken a look at the variable...

  • Liquid Assets

    Your client has everything. The homes are paid for. The children have been put through school. Estate plans and long-term care are in place. While...

  • Do the Right Thing

    Many financial planners share traits that distinguish true professions from industries: Advanced academic training, standards of practice and conduct, and a determination to serve a...