Wealth Manager Web October 2006

Cover Story

  • Try Your Luck

    Some maintain the estate tax is an effective way of redistributing wealth and encouraging charitable giving. Others argue that individuals who have worked hard to...

  • Open for Business

    A tested business method, an established name, the opportunity to be your own boss, and a low failure rate. No wonder many clients are attracted...

  • Standing Guard

    With drivers grumbling about gasoline costs and the consumer price index (CPI) climbing, this could be an intriguing time to consider inflation-protected funds. These funds...

  • Pricing Matters

    The life of a middling manager isn't getting any easier, especially if he charges a premium. An ever-growing assortment of software and analytical metrics enhance...

  • Forget the Bank

    Seven years ago, investors were smitten with margin loans. They borrowed against their securities at a feverish pace and plowed the cash back into the...

  • A Higher Standard

    Geronimo Financial is a small money manager with a big idea: Tear down the barriers for hedge fund investing. Not just a little, but all...

  • Put It in Neutral

    The creation of a portfolio able to weather any market conditions is the objective of market neutral investing. But the feelings financial advisors have about...

  • Working It

    Economists love a good tradeoff, and their all-time classic is between inflation and employment: As employers need more and more workers, they have to raise...

  • The 15% Solution

    As most investors know, the Tax Act of 2003 lowered the tax rate for most dividends to 15 percent. But what about non-U.S. dividends? Are...

  • Unplug Yourself

    You don't have to be thrown by odd terminology or science-fiction claims from product manufacturers. With some quick research, you can now better use your...

  • Gimme Shelter

    Manhattan attorney Laura M. Twomey set up a qualified personal residence trust (QPRT) for a client couple with better than anticipated results. The couple's then...

  • Protecting the Porsche

    Like many who can afford to share his passion, George Girot has a split personality when it comes to cars. One persona sticks with his...

  • The Long-Ranger

    Ron Kelemen may never retire--at least not in the traditional sense. He's having too much fun. While other veteran advisors are planning to sell their...

  • The Invisible Rich

    Target marketing and prospecting have become a lot easier since the arrival of the Internet. But you might accurately describe the challenges facing advisors using...

  • Beyond the Telephone

    The hype over collaboration technologies continues, but many financial advisors, particularly those in small and mid-sized firms, have taken a wait-and-see attitude before expending the...

  • Rule Britannia

    Fee-only financial planning and wealth management emerged in the U.S. in their modern forms. But while U.S. pioneers remain at the profession's cutting edge, they...

  • The Myth of Arrival

    Our society pins its hopes on "arrival"--the mythical point in time where you have everything once and for all. In case you haven't heard, there...

  • Fear Factor

    Fear is a powerful emotion that can be found just about anywhere when working with clients. Fear of inflation. Fear of market volatility. Fear of...