Wealth Manager Web June 2008

Cover Story

  • Evolving Visionary

    Ross Levin, the man behind The Wealth Management Index--the book and process that have influenced nearly a generation of financial advisors--is really a people person....

  • Soft Landing

    When the equity averages began to teeter in 2000, Michael Martin turned 30 percent of his portfolios into zero coupon bonds. He hoped to obtain...

  • NEWS FROM BUSINESS PARTNERS

    An Acronym With Teeth The first edition of IMCA's Chartered Private Wealth Advisor designation program was so successful that the sequel is already sold out! After...

  • Beltway Blues

    One of the undisputed benefits of possessing great wealth is that you control your life more than those less blessed. One of the undisputed roles...

  • Hanging In

    It is hardly surprising that even in the recent market turmoil, convertible securities proved resilient. During the 12 months ending in February, convertible funds returned...

  • Are REITs a blue light special?

    Let's face the facts: The subprime mortgage meltdown, the credit crunch, asset write-downs and the looming economic recession have resulted in increased volatility, financial market...

  • But Will They Come?

    Here's a bit of sobering news for the ETF industry. For the first quarter of 2008, only 27 new funds were introduced. That's only a...

  • Spring Cleaning

    If the first word that comes to mind when you think of spring is cleaning, we're not on the same wave length. Personally, I live...

  • THE FINAL (SOCIAL) FRONTIER

    Harry Markowitz's 56-year-old portfolio-optimization theory may be middle aged, but it's forever young in the service of tackling the investment challenge du jour. An intriguing example...

  • The Tao of Hedge Funds

    This being our first monthly column on alternative investments and their appropriate use in the high-net-worth client's portfolio, it's only fair to start with a...

  • Where High-Net-Worth Money Is Headed

    Conventional wisdom dictates against market timing, while historical data demonstrates unequivocally that investors who maintain their asset allocations and investment strategies fare better than those...