Wealth Manager Web March 2007

Cover Story

  • Data Distiller

    Carol C. Pankros, CFP, was facing the downside of success. By 1995, she realized her 10-year-old firm, CCP, Inc. Financial Planning Services in Palatine, Ill.,...

  • Pick and Choose

    Many growth investors began 2006 full of optimism. After trailing value stocks since 2000, growth shares seemed due for a revival. But growth stocks continued...

  • Safety Nets

    After releasing third-quarter results during the last week of October, Telenor, the once stodgy Norwegian telecom service provider, saw its stock soar 13.2 percent on...

  • Back to the Future

    Consider the well-known "Super Bowl" indicator: Folk wisdom says that in years when the Super Bowl winner is a team from the original National Football...

  • Is Broader Better?

    ETF launches have become routine in the 21st century, especially when it comes to targeting ever narrower slices of the capital markets. But two new...

  • Red Ink Redux

    In the 1980s, the U.S. began posting large, chronic trade deficits. Pundits at the time warned that the trend was unsustainable and that an economic...

  • New Kids in Town

    Some in the business world shook their heads last January when House Ways and Means Chairman Charles Rangel (D-N.Y.) was offered a fundraiser by a...

  • ESOP Fables

    You already know that owners of small businesses can mean big business for you. But are you aware of the tax-planning strategies--some unique in their...

  • Inside e-Filing

    It's a dubious advantage: In theory, the IRS can save so much money as more people rely on e-filing, that it will be able to...

  • On the Record

    I spent several days over the recent holidays with my parents--my dad, 87, and mom, 86. I'm lucky that they are both still around and...

  • Pink Floyd on Wealth

    You hear that catchy bass guitar line, the ringing of coins, and you're turning up the sixth track of your Pink Floyd Dark Side of...

  • A Sly Deduction

    When Marvin Rotenberg sits down with people who have recently inherited a big-balance individual retirement account, they get an earful. Certainly Rotenberg, the director of...

  • Out of Site

    Recently, an advisor who knew his Web site was not up to par took it down completely. Although he planned a total makeover, he was...

  • Fiduciary Facts

    Many years ago, an attorney proposed what is perhaps the most succinct understanding of the term fiduciary that I have ever encountered. He said, simply,...

  • Reward of Risk

    When clients tell us that they're worried about risk, what, exactly, are they talking about? Well, if they were watching television during the dot-com bust,...