Wealth Manager Web March 2008

Cover Story

  • Visual Thinking

    It's simple. It's obvious. And it's absolutely free! Learning to draw a simple map--similar to the visual maps the army relies on--can help you plan...

  • When Size Matters

    When markets began slipping in 2000, large-growth shares fell out of favor. For seven years, investors shunned growth names and embraced value stocks. Then, with...

  • Forex Is Hot

    Foreign exchange can be a quandary for investment strategy. Currencies generally suffer an expected return of zero in the long run, a shortcoming that raises...

  • A Sign of the Times

    Mention the name Vanguard and while several images come to mind in the world of money management and fund companies, alternative investing probably isn't among...

  • Passing the Buck

    It's impossible not to notice the weakness in the U.S. dollar in recent years. News reports regularly herald the dollar's decline against the Euro and...

  • Universal Help

    Imagine if cars were as difficult to fix as computers. As it is, if you have a problem with your car, you take it to...

  • Perfect Profiles

    Michelangelo said, "I saw the angel in the marble and carved until I set him free." Like Michelangelo and his angel, some advisors can see...

  • Getting Personal

    When it comes to actively managed funds, advisors may want to take a closer look at just what "actively" means. Some fund managers may be...

  • Fresh Look at a Fresh Start

    Welcome to the demographic squeeze: Older partners are looking to cash out shares; younger would-be partners are itching to buy in. The older partners deserve...

  • VC: An Insider's View

    Venture capital may be but a small star in the pantheon of investment alternatives, but thanks to its role in a number of huge business...

  • Hey, Big Spender!

    You are having lunch with a group of acquaintances. Financially, you're in excellent shape. When the waiter asks if you want separate checks, do you...

  • Upfront with the Back Office

    The computers were down at Keats, Connelly & Associates' Phoenix office, so one of the staff members placed a service call to the IT consulting...

  • Setting Sail

    "For me, "says Dan Gensler, "California has always been the golden land." Certainly, it has been a land of opportunity for the Wisconsin native who,...

  • Core Tasks

    Financial advisors are always asking how they can dramatically increase their business. The answers are simpler than you think. I tell these advisors they need...

  • Eye of the Beholder

    It was a single line item on a simple financial disclosure form, but it may be the most loaded question that could be asked about...