Behind the Numbers, with Mark Balasa
By Staff WriterThe spokesman for the Alpha Group explains that while the group collectively sees more positives than negatives in the stock market, it's unlikely that its...
March 01, 2005
Bipartisan Hopes?There is no shortage of legislation to reform Social Security, but for anything to pass it must have bipartisan support, Arizona Republican Congressman Jim Kolbe...
March 01, 2005
Sharing the BurdenInstead of trying to make your new associates marketing people, include them in the delivery of your services, using their technical skills to work with...
March 01, 2005
Insurance Doesn't Solve EverythingJust as having a good relationship with your clients is no substitute for adequate E&O coverage, the insurance is also no reason not to make...
March 01, 2005
THE GLUCK REPORT, Part II: Two Fine PMS SystemsAfter spending 80 hours over the past three months researching nine portfolio management software products for independent advisors, some leading products and trends have emerged....
March 01, 2005
Happy TogetherAs nearly all small business owners can attest, opening and nurturing a business can be a task that can consume the owners and put serious...
March 01, 2005
Divorce and Taxes: IRAs and OptionsThe courts and the IRS have been very active recently in the divorce arena. Developments in the areas of nonalimony designations, dependency waivers, interest, retirement...
March 01, 2005
Translating ExperienceExperience is not what happens to a man," wrote Aldous Huxley, "it's what a man does with what happens to him." Dave Huber says his...