Wealth Manager Web February 2007

Cover Story

  • The Circle of Life

    Born in 1994, lifecycle funds stand poised for adolescence as well as controversy. Like many teens, they have grown quickly, jumping 11.2 percent annually since...

  • Ready--or Not

    Like our universe itself, the idea of what constitutes retirement is regularly expanding. While retirement remains for most clients the 'Last Frontier,' it is no...

  • Foreign Bazaars

    For the past five years, foreign funds have been running with the wind at their backs. The dollar has been falling steadily, making foreign stocks...

  • Back to Basics

    Exchange-traded funds don't lack for analysis, although precious little of it focuses on associated fundamentals like earnings growth and changes in book value relative to...

  • A Sure Bet?

    Monte Carlo analysis isn't a commodity service in finance, but it's getting there. A decade ago, virtually no one used Monte Carlo for evaluating client portfolios....

  • Notable Debut

    In the beginning, there was the closed-end fund. Next came the open-end mutual fund, followed by the exchange-traded fund (ETF). And now, the exchange-traded note...

  • For the Future

    Financial planners have often dreamed of a future in which they could truly influence American government policy. But what if the pendulum were to swing...

  • Birth Pangs

    After taking a few days off in February of 1935, Franklin Delano Roosevelt returned to Washington only to find chaos brewing in the House of...

  • Boomers Online

    It looks like the elderly of the future will be wired. While there is a tendency to view the Internet as a young people's medium, it...

  • A Steady Stream

    Recently Helen Modly advised a 70-year-old client to purchase an annuity--advice she would not have imagined herself giving 10 years ago. "Like a lot of...

  • A Round of Transitions

    How would you feel if a prospective client stood up in the middle of a conversation, slammed his fist down on the table, and let...

  • The Guru of Retirement

    "I got my doctorate in psychology, not economics," Ken Dychtwald says, "and I think the reason I get so much media attention is because I'm...

  • The NUA Secret Weapon

    Investors with large quantities of company stock inside a retirement plan may be missing out on an opportunity for a significant tax break when they...

  • The Invisible Retired

    "Invisible Rich," an article I wrote for Wealth Manager last October, looked at how financial advisors can use the Internet to identify wealthy geographic areas...

  • Your Digital Friend

    It's natural to get a bit nervous in the face of new technology. For instance, I remember what I went through in the early 1990s,...

  • Watch Your Speed

    My wife got a new car for Christmas. Planners often remind clients that there is a difference between a "need" and a "want." This car...