Wealth Manager Web May 2006

Cover Story

  • Down the Rabbit Hole

    The statistics are staggering: 90 percent of some 21 million U.S. businesses are family-owned, according to the U.S. Small Business Association. In all, they employ...

  • Building Rules

    Spring is here and with it, increased SEC regulation. All RIAs want to put their clients' interests first. If only compliance didn't cost advisors so...

  • In Medias Res

    Maybe these are the funds Goldilocks was looking for: The small caps were too volatile, the large caps did not provide enough growth potential, but...

  • Coming Back

    After the market collapse that began in 2000, plenty of investors soured on technology funds. But the mood has begun to change. During the 12...

  • Buy and H-o-o-l-d

    Index funds and passive management are thought by some to be one and the same, but in practice, indexing has proven itself far less passive...

  • Valuing Commodities

    Commodities are the new "new thing" when it comes to tapping so-called alternative investments for improving the risk-adjusted performance of conventional stock and bond portfolios....

  • Le Bond du Jour

    Pop quiz: Foreign bonds make up what percent of fixed-income investment opportunities worldwide? A. 23 percent B. 52 percent C. More than 75 percent D. Who cares? The answer, per...

  • Weighing It Up

    The open economy in the United States has fostered rampant consumerism. We just love to shop. The trouble is, we save very little as a...

  • Cyber Crime

    The nature of computer crime is changing. Attackers are moving away from broad attacks on corporate firewalls--the high-profile stunts that wreak havoc on millions of...

  • Going Forward

    Wall Street's hedging tool of choice, the prepaid variable forward, is under intense scrutiny due to a Technical Advice Memorandum recently released by the IRS....

  • Keep it Simple

    Most readers know the name David Yeske because he presided over the Financial Planning Association in 2003. But relatively few people know anything about Yeske's...

  • What Lies Beneath

    In the industry-wide scramble to attract wealthy clients, advisors can sometimes overlook essential elements of differentiation. Consider structures governing ownership and control. A family member...

  • Time Warp

    Virtually every survey of advisors indicates that the majority of them face a daily battle--how to best allocate their time, energy and resources. Most advisors,...

  • A Woman's Touch

    "Why can't a woman be more like a man?" moaned Prof. Henry Higgins in one of My Fair Lady's memorable moments. If Higgins were in the...

  • Sitting Pretty

    Tom Vaughan doesn't own a restaurant, but he served over 12,000 free lunches in the 1990s. Vaughan, founder and CEO of Retirement Capital Strategies LLC...

  • A 'True' Story

    When Wyoming oilman Dave True decided to use buy-sell agreements to make sure his various businesses stayed in the family and to secure some estate...

  • Blue-Blood Blues

    What do the wealthy really want? Few are as uniquely qualified to answer that question as Thayer Willis. Not only is this wealth counselor an heir...

  • Game, Set, Match

    March is professional sports month at the Moisand household. During this month, our corner of the world is visited by professional athletes we do not...