Smartt Fund Choices
By Staff WriterIn the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...
October 01, 2002
Part 3: Easing Into Hedge FundsAdvisors looking for alternative investments are likely soon to have an attractive new vehicle: a passively managed fund of hedge funds. Standard & Poor's on September...
October 01, 2002
What about the Little Guy?Where do advisors go for custodial services when they're new to the profession or if they have only $1 million to $25 million in assets?...
October 01, 2002
Planners Who Switched, and WhySome advisors are shifting all of their clients' assets to another custodian, while others are spreading new and existing dollars among a variety of firms....
October 01, 2002
The Hidden Costs of TaxesSellers who try to determine the value of their practice frequently overlook an important issue: taxes. For example, a seller who obtains the majority of...
October 01, 2002
Part 1:Prometheus BondBond fund management is not known for clever and novel ideas-- at least, not well known. Active management with aggressive timing of maturities and different...
October 01, 2002
The Truth About Monte CarloOne of the hottest tools in the investment industry is Monte Carlo simulation or, if you would like the $20 term, stochastic modeling. Why has...
October 01, 2002
Double WhammyIt's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...