Wealth Manager Web June 2009

Cover Story

  • Communicating with Clients

    Regardless of the client profile they seek to serve, asset allocation strategies, aggregate AUM, or the organizational culture in which they operate, several common themes...

  • Diversification: Always in Style

    But since the end of 2007, the broad-based fall in equities has drained a mind-numbing $30 trillion of value from the stock market. Worse yet,...

  • The Future is Not Past Perfect

    The Wall Street Journal Journal of Indexes Forty years is the duration of the accumulation phase for most wage-earners. How was it that common stocks--the...

  • On Good Behavior

    The result is Cabot Research, a five-year-old Boston firm whose motto is "behavioral finance, APPLIED." The business is the second that Ervolini, Cabot's CEO, has...

  • A Conscience for Commodities

    The answer, perhaps surprisingly, is: remarkably few--not just here in the U.S., but anywhere. According to Craig Metrick, U.S. head of Responsible Investment for Mercer, a...

  • A Re-Done Deal

    Yet even in the most uncertain and difficult situations, it is clear that the dialogue between the affected parties will have to begin today. Delaying...

  • Net Operating Losses

    Undoubtedly, you have some clients whose businesses were battered by the recession and lost money in 2008. Or perhaps they started a new venture that...

  • Playing It Safer

    Boomers certainly have the earning power to invest in their pursuits. More than 26 million are now in their peak income-earning years--ages 57 to 63--and...

  • Keep On Giving

    When a client contemplates setting up a private foundation, make sure you spend time with them on the "softer" issues, and that they are...

  • At Home or Abroad?

    Insurance, diversification and hedging strategies are common methods for mitigating risk. These instruments or strategies can successfully protect clients' financial plans from devastation by a...