Wealth Manager Web January 2007

Cover Story

  • Keys to the Kingdom

    It was the English philosopher and statesman Sir Francis Bacon who said riches are for spending. The most recent Capgemini "World Wealth Report" claims there...

  • Separate No More

    Separately managed accounts aren't as separate as they used to be. Increasingly, these products are being paired with other investments as customers seek better performance...

  • The Muni Junk Pile

    In the staid world of the bond markets, high-yield municipal funds have been enjoying their version of a roaring bull market. During the three years...

  • The Big Chill

    Emerging markets equities have been a hot investment in the last few years, but a review of the longer run has cooled Jeffrey Troutner's enthusiasm...

  • Market Cap--Farewell

    Proponents of passive investing like Roy Komack, president of Family Financial Architects, Inc., claim it produces better returns at less cost to clients, than actively...

  • Core Tour

    How do you define a core equity exchange-traded fund? It's a simple question for a crucial subject, and it comes with increasingly nuanced (and controversial)...

  • Bad News Bulls

    On October 9, 2006, news broke that North Korea had tested a nuclear bomb. After an early dip, the U.S. stock market ended the day...

  • States' Rights

    If you think sales taxes have been around for centuries, you're right. There was actually a consumption tax on cooking oil dating back to the...

  • Too Much Money?

    When Google purchased YouTube, the video sharing site, for $1.65 billion in stock last year, the transaction raised eyebrows. YouTube was started by two guys...

  • Art of Listening

    We are fortunate to have a number of very well qualified advisors in our firm. We all have different styles, and I believe that is...

  • The Farrell Philosophy

    In the battle of the sexes, Warren Farrell takes no prisoners. In his opinion, "It seems like a simpler solution to blame men for the...

  • Islamic Investing

    In 2005, upscale retailer Nordstrom's hosted a "fashion seminar" for Muslim women at their store in the Tysons Corner Center mall in McLean, Va. The...

  • South of the Border

    Florida, Arizona, California, North Carolina--The United States has its fair share of pleasant places to live, work and retire. But Americans don't have to limit...

  • Broken Vows, Solid Contracts

    For many--if not most--love-struck couples, the words "prenuptial agreement" are anathema, a blanket so wet that it threatens to extinguish their burning love for one...

  • Sell Yourself

    If you were a client speaking with your financial advisor, which of the following two remarks sounds better? 1. The more securities I get you to...