Divorce Planning
By Staff WriterThe estate planning process needs to address the possibility that the client or one or more heirs may become divorced. Among the issues that should...
January 01, 2003
Drilling Down For IncomeHere's an alternative investment strategy that deserves your attention: direct investment in producing oil and gas properties. "It's a true means of diversification" for high-net-worth...
January 01, 2003
Engineered SuccessAs a research engineer, John Montgomery trained at MIT and in his first jobs immersed himself in quantitative methods and transportation theory. But he was...
January 01, 2003
Let Me Entertain YouWhat if there were a simple, low-cost way to entice your best clients to introduce you and endorse you to their friends? I've got some...
January 01, 2003
House HuntingIf you haven't noticed, the number of firms offering clearing services is dwindling. During the last year alone, Weiss, Peck & Greer sold its correspondent...
January 01, 2003
A Few Good RepsGeorge Diachok is no stranger to the broker/dealer business. In fact, he retired from it in 2001 after selling the firm, Multi Financial Securities, that...
January 01, 2003
Speaking OutAt a recent seminar, planner Linda Gadkowski was in the midst of explaining the importance of accurate beneficiary designations when a young man suddenly leaped...
January 01, 2003
Part 1: The New Old KidBack in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...