Into the (Unknown) Future
A Danish proverb holds that “it is difficult to make predictions, especially about the future,” and yet day in and day out advisors must plan for an unknowable future.
Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
Getting Your Shares
Advisor Mike Patton of Integrity Wealth Management in Baton Rouge, Louisiana, thinks highly of exchange traded funds in building client portfolios since they are relatively...
Built to Last
Building portfolios in times of tumult can be very challenging, even for the most seasoned of advisors. Given what's currently unfolding in the credit markets...
Behind the Curtain
RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue...
Strategies and Strategists
In his IA Leader's Interview in the October 2006 issue of Investment Advisor, Gene Balliett of Balliett Financial Services in Winter Park, Florida, discusses how...
"My major crusade at the moment is absolute returns," barks Gene Balliett over the phone in describing his current passion. He's been down other roads...
How the Leaders Cope
When you ask a dozen advisors for their opinions on important issues you can expect some disagreement. Thus it was in the first IA Leaders'...
Guides in the Wilderness
Here's a short quiz. What's the name of an association representing 30,000-odd professionals that was founded scant decades ago, but is poised to help the...
It's amazing how many different ways we Americans find to avoidpaying the taxes we owe. Our complicated tax code gives rise to ever-shifting gray areas of...