Wealth Manager Web November 2007

Cover Story

  • House Proud

    Jack Johnson thought he had it all figured out: 17 years ago, he placed his summer house in an irrevocable trust that enabled him to...

  • Against the Grain

    In July, multisector bond funds struggled, losing a percentage point. The trouble stemmed from concerns about subprime loans and a sluggish economy. Worried about defaults,...

  • Alive and Kicking

    Beta's been declared dead for so long, by so many, that it's tempting to dismiss the risk metric as a museum piece. Yes, it's hotly...

  • Follow The Money

    Hunter Lewis is an unlikely candidate for questioning wealth in the world's pre-eminent bastion of capitalism. As co-founder of the 34-year-old global investment firm Cambridge...

  • The Foreclosure Trap

    The newspapers have all tolled the sad news: As house prices flatten or decline throughout most parts of the country, more borrowers become "upside downers"...

  • Farewell to the Expert

    The first time I ever connected online from outside an office was in a small hotel in Bermuda. This happened around 1999, and it wasn't...

  • Panic Prevention

    If any economic environment could put the theory of the "rational economic man" to the test, surely this would be one. At the end of...

  • Business or Pleasure

    Legal secretary Fannie Hawkins paid $3,000 to Vantage Press, a vanity publisher, to publish a 56-page volume of her poetry, for which she was to...

  • Hailing CABs

    If you haven't formed a client advisory board by now--or at least had fleeting thoughts about creating one--you could be missing out on an elegantly...

  • Cool Collars

    How many advisors have clients concerned about growing their portfolios while at least partially protecting themselves against a really nasty drop? Actually, a better question...

  • In God They Trust

    Investors have always prayed for profits, but a growing number are now making sure their fund managers, too, seek the guidance of a higher power....

  • All About the Client

    For Keith Cox of Premier Financial Management in Baton Rouge, La. (www.pfmretire.com), education is the key to being a good financial advisor. And even with...

  • Foreign Affairs

    In the summer of 1992 George Soros saw an unusual opportunity in the then rarified world of currency trading. A dozen years earlier, the European...

  • The New Models

    You don't have to be a psychologist to know that in the end, customers get what they want. The financial services industry, however, is so...

  • In Search of Meaning

    Chaos. I have been a witness to chaos, my friends. I have heard the squealing, and I have seen the destruction. It may not have...