Wealth Manager Web May 2007

Cover Story

  • The Money Factory

    Buying manufacturing stocks isn't at the top of many investors' to-do lists these days. With Detroit in seemingly permanent decline, and the manufacturing workforce facing non-stop...

  • Pacific Overtures

    Japanese stocks have long trailed other Asian markets. During the five years ending in February 2007, the average Japan fund returned 12.9 percent annually, while...

  • Leveraged Tricks

    Does this sound familiar? You have a prospect who has worked in the technology sector for 25 years. The equity portfolio she wants you to...

  • Malkiel Speaks

    Endorsing indexing required something of a leap of faith (and perhaps a bit of ego) in the days when Nixon was in the White House,...

  • Ingenuity Risk

    The outlook for the capital markets and the economy may be clouded, but the climate for launching exchange traded funds looks bright and clear! In...

  • The ETF Parent

    "There are few cases," Edgar Allen Poe once wrote, "in which mere popularity should be considered a proper test of merits." That's the sort of...

  • The Dow Blues

    On February 27, the DJIA suffered a 416-point loss--the seventh largest point drop in history. Nerves frayed, and markets around the world sold off. Was...

  • Split Decisions

    Generally, the Internal Revenue Service says "no" to tax deductions that might ease the pain of divorce. The agency has no sympathy for the legal...

  • Help Yourself

    A company may have the largest, best-trained group of employees manning its help desk, but it still can't be all things to all customers. That's...

  • Helping Hands

    What if you had someone in your office who could pick up when you had extra work, who could help you harness some of the...

  • Exit Myths

    As an advisor, you have a quiver full of legal and financial strategies to help clients disengage themselves from their closely held businesses. However, these...

  • The Pursuit of Success

    In his autobiography, The Pursuit of Happyness, Chris Gardner writes about selling his blood for money, sleeping under his desk at Dean Witter or in...

  • Best Practices

    Think of it as the bible of your practice, not merely a routine operations manual that spells out office policies, vacations, HR rules and whose...

  • Getting Personal

    Several years ago, a successful entrepreneur approached me about ghostwriting his autobiography. His goal was to share his business acumen and personal values with employees...

  • Letters

    It seems as if there has been a lot of negativity swirling around the concept of "fiduciary" lately, with advisors from many different camps speaking...

  • The Art of Selling

    Wealth managers who achieve the highest income levels are not only consultants; the most successful among us are salespersons, too. Yet far too many of...