Wealth Manager Web June 2006

Cover Story

  • The Collective Mind

    "She's practically got money hanging on the wall," says William Connington of Connington Wealth Management in Pine Brook, N.J., when discussing a client with a...

  • Strong Roots

    To Luisa O. Nemati, financial planning for Hispanics is comparable to nutritional planning for a family -- except an advisor is feeding the financial needs...

  • My So-Called Index

    To say that investors are smitten with exchange-traded funds would be an understatement. Indeed, assets in ETFs have surged more than 200 percent since 2002...

  • Discount Shopper

    Plenty of investors traditionally ignored balanced funds, which often hold stodgy mixes of stocks and bonds. But lately, balanced choices have become almost hot. In...

  • A Home of Their Own

    In February, Morningstar officially recognized long/short mutual funds by rolling out a fund category for the niche. It's the Morningstar equivalent of saying, "Welcome to...

  • Redefining Genius

    At a CFA Institute risk-management conference at the New York Hilton this past February, Andrew Lo asked the audience of securities analysts to consider a...

  • Preferred Primer

    Investors looking for compelling fixed-income investments are in a bit of a bind. Since the peak of the last bull market in early 2000, 10-year...

  • Going Flat

    Maybe vampire chronicler Anne Rice should write her next piece about the flat tax: It also never lives yet never dies. One of its main advocates...

  • Not Just Music

    It sounds more complicated, and even racier, than it really is, and no, you don't have to be a teenager to take advantage of it....

  • Burst Bubble

    In most respects, a slowdown in housing is clearly not a good thing. Edward Leaman, an economist at UCLA's Anderson Business School, says that eight...

  • Retirement Their Way

    "We want the world and we want it now!" The same sense of insistence, entitlement and angst that permeated the dark and hypnotic Door's classic...

  • Joint Custody, Joint Taxes

    For many divorced or legally separated parents, one of the best ways to minimize what they lose to the Internal Revenue Service each year is...

  • Goal Posts

    Most people today spend very little time thinking about their own future. The immediate demands of work, family, organizations, friends and life in general take...

  • 'While the Givings Good

    They say it's better to give than to receive. And if a client's goal is to minimize overall taxes while transferring assets to future generations,...

  • Top Cats

    If you've been advising wealthy clients for more than a few decades, you may have noticed it yourself. Your "old" wealth is more comfortable with...

  • Persistence of Memory

    It's a new era for your business. The firm's founder and its operations manager, who started the company together almost 20 years ago, retired last...

  • That's Life (Insurance)

    "Death lays his icy hand on kings," wrote the 17th century English poet James Shirley in "Death the Leveler." It might be a good tagline...

  • A Brand New Bag

    In the last few decades our industry has undergone a profound transformation. Client needs, the regulatory environment, and investment opportunities and delivery mechanisms have all...