Wealth Manager Web December 2007

Cover Story

  • The Expat Client

    Senior U.S. executives and professionals are emigrating in waves. Foreign assignments are now regarded as plum positions, often critical to career advancement, and London has...

  • Secrets of the Wealthy

    Thomas J. Stanley, author of the bestseller The Millionaire Next Door, tells a story about his first experience with the affluent: When he was only...

  • What Women Want

    What do women business owners want? Raymond James, for one, has been trying to figure that out for 13 years. Karen Schultz, the newest Raymond...

  • The Multi-Gen Client

    As a financial planner, your career's success hinges on your ability to develop strong relationships with your clients by helping them reach their financial goals....

  • Ghost Stories

    John E. Girouard knew that writing a book was a good idea. He saw it as an opportunity to relay his particular brand of financial...

  • Help Yourself

    Each of us has been helped in numerous ways by those who came before us. We, in turn, each have a responsibility for the next...

  • Gray Areas

    Indexing has been known to rouse strong opinion, both pro and con. Some accept it unconditionally, and others reject it entirely. But many--perhaps most--investors steer...

  • College Costs

    College and university endowment funds had a banner year in 2006. The average fund earned a 10.7 percent investment return, according to the National Association...

  • Fax Lives!

    It seems like the pundits arE ALWAYS predicting the end of this or that. Remember when e-commerce first became popular, and they said there would...

  • Timing is Everything

    Make sure to stay on top of the deadlines for filing federal tax returns and the due dates for making estimated payments. Miss just one,...

  • Bountiful Harvest

    You've invested heavily in real estate investment trusts for your income-needy clients. And those investments, up to this year, have worked well. But 2007 has...

  • Peaceful Invasion

    Earlier this year, Intel began building a $1 billion semiconductor plant. At 500,000 square feet, it is expected to be the company's single largest manufacturing...

  • Bond World

    Stocks and bonds, bonds and stocks. Asset allocation starts with this fundamental mix, and for good reason. Low correlation prevails between the two asset classes--and...

  • The 419(e) Magic Trick

    What if I were to tell you about a significant tax deduction for most of the services you're already going to need in retirement? asks...

  • The Safe Harbor Choice

    Insider trading has a new poster boy--former Qwest CEO Joseph Nacchio, who was sentenced to six years in prison on July 27. He remains free...

  • South of the Border

    Latin American funds have recorded an extraordinary run. During the three years ending in August, the funds returned 52.6 percent annually--topping all other categories tracked...

  • Getting Directions

    In Alice in Wonderland, as Alice approaches the Cheshire Cat she sees a signpost with many arrows pointing in many different directions, down many roads....