Wealth Manager Web September 2006

Cover Story

  • Bright Lights, Big Profits

    In Mel Brooks' hit show "The Producers," down-and-out Broadway producer Max Bialystock and his accountant Leo Bloom scheme to raise more money than they need...

  • Herding Instinct

    Why should advisors--and their clients--care about the workings of the Financial Accounting Standards Board? Howard Silverblatt, senior index analyst at Standard & Poor's, compares the...

  • Sturdy Vessel

    The emerging markets of Asia and Latin America have been booming lately. During the three years ending in May, emerging market stock funds returned 35...

  • The Weighting Game

    I'm not talking about "weight" as in counting calories. I'm talking about understanding the difference between an ETF whose holdings are weighted based on market...

  • Minting Money

    The quest for superior risk-adjusted portfolio returns knows no bounds in the 21st century. Investors routinely look beyond the traditional mix of stocks, bonds and...

  • A Style All His Own

    There can never be too many choices when it comes to investment indices, judging by the insatiable appetite for new financial metrics and related products....

  • Fill'er Up

    The price of gas may be the best-known number in the U.S. economy, but it's also one of the most mysterious. Just who or what...

  • Landed Gentry

    Financial planners counsel their clients on income, estate and gift taxes. But they often neglect residential property taxes. That may be a mistake. "[Property taxes...

  • Getting Around

    Two years ago when Taryn Berelowitz and her husband Gavin made the move from New York City to a New Jersey suburb, not only did...

  • Straighten Up

    You know from your experience as a financial planner that planning is important. You help clients develop a financial plan because people who set up...

  • Mixing It Up

    Here's the situation: Either you have already invested some of your clients' money in one or more hedge funds, or you've decided that investing in...

  • Stumbling Blocks

    Last fall, Kiplinger's Personal Finance ran a story that featured a professional home remodeler who bought a fixer-upper with cash inside his Individual Retirement Account...

  • T?te-?-T?te

    To move beyond a mere buzzword or chic but empty label, "wealth management" demands an in-depth consultative process that delivers affluent clients customized solutions across...