ETF Assets Rose in November: ICI
By Staff WriterDec. 19, 2002 -- The combined assets of the nation's exchange-traded funds (ETFs) totaled about $109.7 billion at the end of November, up from $100.7...
January 02, 2003
Managed Care Companies Sell MedUniteNU Online News Service, Jan. 2, 11:52 a.m. -- Managed care companies have ended a $70 million effort to start their own electronic communications ...
January 02, 2003
Once Safe Havens, Utility Funds Rethink ThemselvesDec. 23, 2002 -- Consider it official: these are not your father's utility funds. Once, utility funds were regarded as the safe havens of the mutual...
January 01, 2003
About the ManagerJohn Montgomery started Bridge- way Capital Management, Inc., in 1992 and manages six Bridgeway portfolios. He holds a BA in engineering and philosophy from Swarthmore...
January 01, 2003
Linda Gadkowski, Inc.Linda Gadkowski 419 Huckins Neck Rd. Centerville, Massachusetts 02632 508-221-1618 [email protected] www.bhfe.com Year firm began: 1990 Number of advisors in the firm: Two advisors, one part-time assistant Number of clients: Twenty clients for...
January 01, 2003
Web ResourcesIf you're trying to find information about various aspects of planning for the elderly, we have some good Web sites to start you off. Something...
January 01, 2003
What's A Gift?To understand virtually all planning techniques, the planner needs to understand the four basic parts of almost every asset that can be appropriately divided in...
January 01, 2003
Linda's LessonsLinda Gadkowski has presented hundreds of workshops over the past 12 years. Here are her suggestions on how to ensure that a seminar is successful. 1....