Wealth Manager Web July 2007

Cover Story

  • Clean Getaways

    Several years ago, advisor Barry Glassman, a senior vice president with Cassaday & Company Inc., in McLean, Va., took on two new clients: a flight...

  • Power Up

    When Enron filed for bankruptcy in 2001, utilities funds collapsed--losing 21.1 percent for the year. The losses continued in 2002, as investors worried that power...

  • ETFs Get Bonded

    Here's a news flash: Your clients are getting older! That certainly may be stating the obvious, but it's an obvious statement that has wide-ranging implications...

  • The Diesel-Powered Portfolio

    What was most striking to me when talking to advisors and panelists at a recent conference was the almost doctrinaire use of the 4 percent...

  • Indexing Junk

    It was easy to overlook the news amid the avalanche of ETF launches. But recognized or not, the April launch of the new Barclays iBoxx...

  • Tax Factors

    Asset allocation is tough enough without introducing the complicating effects of taxes into the equation. So, why do it? Because reality demands no less, says...

  • The Greenspan Inn

    Did you see the press release? Alan Greenspan purchased a B&B in Vermont for $3.8 million. I decided to try it. The reviews said that...

  • The Tax of My Tears

    When H&R Block ordered 25,000 packs of tissues this tax season, who could resist the image of teary-eyed taxpayers weeping over the money they owe?...

  • Wasted Time

    he big question from office workers too young to have known a world without personal computers and the Internet is: "How could you be productive...

  • The Parent Trap

    You can't open a professional BUSINESS publication these days without hearing that we're approaching the greatest transfer of wealth in recent history, and that there...

  • Reflections of a Honeymoon

    We were married this past April in Sedona, Ariz. Our honeymoon destination was Florblanca, a resort on the northern Pacific coast of Costa Rica. Apart...

  • Dead Man Earning

    As the only living relative of a famous rock star, "Kimberly" never had to work a day in her life. She could always count on...

  • Green Acres

    When most people think of the wealthy, they automatically envision a Manhattan penthouse or equally metropolitan locale. And while it's true that big cities often...

  • Not the Beardstown Ladies Clubs

    Wary of Wall Street and the hard sell, some ultra-wealthy private investors are seeking another path by connecting with one another to manage money and...

  • Connecting Professional Dots

    True story: At the church I attended as a college student, a young life insurance agent was in charge of handing out the programs to...

  • The Retirement Boom

    Who knows how many forests have been felled to produce the never-ending flow of articles about the influx of Baby Boomers reaching retirement age--the first...

  • Time to Terminate

    An advisor called me recently to discuss a problem he was having with an employee. He proceeded to talk about errors the employee was making,...

  • Letters to the Editor: More on ETFs

    Great article on ETFs ("Ingenuity Risk, May, page 54). Well-presented with no bias. This is what is always needed when articles are written for the...

  • It's About the Image

    What's the first image that comes to mind when you hear any mention of our Veterans' Administration? Understaffed? Ineffective? Outdated? Bureaucratic? How would you like...

  • Your Word/Your Bond

    How many people do you know who would play poker with you? For money? Over the telephone? And let you deal the cards? Imagine how...