Coast to Coast: Norm Boone and Linda Lubitz
By staff WriterChugging along Florida's Atlantic coast in a rented RV, the recently engaged financial planning power-couple Norm Boone and Linda Lubitz weren't on a relaxed vacation...
June 01, 2005
Your New Partners?Even as interest rates continue to rise and some experts predict that the next economic downturn is on its way, many eager investors are still...
June 01, 2005
Stretched Too Thin?No single commercial or governmental agency has as big an influence on financial planners and investment advisors as the Securities and Exchange Commission. Moreover, within...
June 01, 2005
A Brief History of Bad AdviceHarvard philosophy professor George Santayana famously said: "Those who cannot remember the past are condemned to repeat it." Well, maybe. But I've found that, like...
June 01, 2005
THE GLUCK REPORT, Part I: Not Quite ReadyThe news from Fidelity was big. "Fidelity Investments today an- nounced an integrated technology platform that will be the first in the industry to combine...
June 01, 2005
The Chilling Effect of RumorsThis year marks the seventh anni-versary of the Long-Term Capital Management meltdown, but the shadow cast by the collapse of the highly leveraged bond hedge...
June 01, 2005
Family Tree of LifeIn every family, sooner or later a patriarch arises who through the use of artful and prudent planning provides not only for his immediate family,...
June 01, 2005
The Secret of My SuccessionLouis XV of France may have been the last CEO to have a firm grip on the succession issue. His mistress, Madame de Pompadour, told...