Wealth Manager Web July 2006

Cover Story

  • Plugged In

    If exposure to technology has bee n driving your clients' portfolios up ward, you probably have teenagers to thank. The ubiquitous Apple iPod, launched in...

  • Risk Control

    Short-term bond funds aim to outdo money markets, squeezing out a bit more yield while not taking on much risk. But owners of short-term bond...

  • Property Management

    Financial engineering is entering middle age, but its impact on investing is only just beginning. That's good news for those who embrace the expanding array of...

  • Mixed Messages

    Modern portfolio theory says correlations matter, but there's no consensus about what that means for day-to-day money management. If there's debate about how to exploit correlation...

  • Looking Good--Still

    The signs are clear: Annualized returns of more than 25 percent in the public market over the past three years. Clients rushing into your offices...

  • Passport to Profits

    Real estate, they say, is location, location, location. And increasingly that location doesn't have a USA zip code. These days, as American real estate gets...

  • Stormy Weather

    If you can measure it, you can monetize it. And if you can monetize it, you can sell it. That pretty much sums up the...

  • Hello India!

    A great sucking sound was how H. Ross Perot characterized the hundreds of U.S. jobs he said would be siphoned off to Mexico as he...

  • Fees, Taxes, and ETFs

    Exchange-traded funds (ETF s) are on a roll, even to a point where they are now being created on some arcane asset classes. But beware:...

  • Face-to-Face?

    Just like any small business, small financial planning firms struggle to offer top-notch technology without the luxury of having in-house IT experts. Trying to stay...

  • The Debt Trap

    One of the toughest areas for financial planners is dealing with clients who overextend their means, put too many purchases on credit cards or dip...

  • About David X

    This is the story of David X, a real advisor who, for this article, prefers a fictitious name. When asked if I could share his...

  • Reality Bites

    Congress periodically revises the rules for figuring taxes on gains realized from sales of personal residences. A key change liberalized and simplified the rules for...

  • The L-Factor

    In his International Bestseller Love is the Killer App author Tim Sanders introduced the concept of "bizlove": How to become an impact player by intelligently...

  • Team Players

    Consider this case study: Chatham, NJ wealth management firm RegentAtlantic has grown from a staff of nine serving 275 clients in late 1996 to 30...

  • Greater Expectations

    Once upon a time, people kept their retirement savings under mattresses or in a metal box buried in the backyard. Today, investors both modest and...

  • A Stand on Standards

    How our deeds align with our words makes a statement to the world about what is in our hearts. "I don't like that boy," said...