Wealth Manager Web October 2007

Cover Story

  • Eyes on the Prize

    For young men with athletic talents and big dreams, an NFL contract can seem like a gift from the gods: huge salaries for playing a...

  • It's Only Natural

    After languishing in 2002, natural resources funds began climbing. During the past three years, the average fund in the category returned 28.8 percent annually, according...

  • International Affairs

    If you need any more evidence that U.S. investors have fallen in love with international investing, consider these two numbers: 8,520,000,000 and negative 3,030,000,000. That is...

  • Down and Out?

    Inflation's outlook runs hot or cold, depending on the prevailing economic and monetary temperature. As an historical matter, however, the trend is clear. Inflation's bite into...

  • Roll Reversal

    Strategic-minded investors have discovered (some might say rediscovered) commodities as an asset class in the 21st century. But the recent surge of interest in raw...

  • Campaign Cash

    We will certainly see all sorts of spending records set this season," explains Massie Ritsch of OpenSecrets.org, a watchdog group based in Washington with a...

  • Calamity Claims

    Despite careful plans and the best intentions, accidents happen. At some point almost everyone will suffer a sudden, unexpected loss caused by a natural event...

  • Security Blanket

    For thousands of viewers, the latest Bourne techno-thriller may be escapist fun. But Paul Viollis probably views it as a documentary. Viollis is the CEO of...

  • The Art of Getting There

    This summer, I had the opportunity to accompany my 16-year-old son and his buddy on a "crash course"--or rather, a "crash prevention course"--in driving. This...

  • Keeping up Appearances

    You are advising clients in their fifties. Their most important goal is providing for their approaching and underfunded retirement. But instead of saving, they are...

  • Children and Wealth

    Last year, Warren Buffett's granddaughter, Nicole Buffett, made a baffling admission. The young woman in the green turtleneck sweater and long silver earrings sat on...

  • The Wheat and the Chaff

    Growth in the exchange traded fund market has been near exponential over the past two years, at least in the numbers of new ETFs hitting...

  • Back to the Future

    To consider where we, as independent registered investment advisors are going, we need to look at where we came from: The independent RIA grew out...

  • Yesterday's Battle

    The old debate over the relative merits of growth and value is roaring to life again. Investors may be well advised to take note of...

  • The Problems of Growth

    Growth has an unexpected downside for some wealth managers--they find their businesses encountering bottlenecks. The obstacles range from procedure to technology, but the result is...

  • The Holy Growth Grail

    It's no great secret that the independent advisory industry is booming. Driven by a resurgent market and a burgeoning number of near-retirees with a growing...

  • A Long, Strange Trip

    Having been in the wealth management industry for more than three decades, I've seen a lot of things come full circle in the financial markets....

  • P/E Revisited

    "It's selling at 10-times earnings. It's cheap!" We have all seen or heard this many times. We've probably even said it once or twice. And...