Power of Attorney
By Staff WriterSometimes a glance in the rearview mirror can be invaluable --say, if you're being pursued by your evil nemesis in a high-speed car chase, or...
July 01, 2004
Bird in HandRegulators are cracking down on abusive sales tactics by broker/dealers selling annuities. But sales of variable annuities--and, particularly, immediate annuities--continue to grow at a healthy...
July 01, 2004
Talk TherapyBuilding a high-net-worth clientele is often based on developing relationships that start as acquaintances, develop into friendships as trust is established, and finally become business...
July 01, 2004
Harvesting Those LossesAt the beginning of 2003, many observers argued that the vaunted tax efficiency of exchange traded funds was likely to be unimportant for the foreseeable...
July 01, 2004
Left BehindDoes a person ever face more difficult decisions while less able to think clearly than when his or her spouse has just died? Surviving spouses face...
July 01, 2004
THE PLAYING FIELD- Will You Have to Do It Tomorrow?Just when you thought the Securities and Exchange Commission was taking a breather from proposing rules that affect advisors, the securities regulator is at it...
July 01, 2004
FROM TACTICAL TO PRACTICAL- Media PartnerWe live and practice in a world of look-alike competitors where consumers often can't tell one investment product, service, or advisor from another. They have...
July 01, 2004
TOOLS OF THE TRADE- Rebalancing ActThe issue of rebalancing clients' portfolios is faced by all investment advisors. Most of you would agree that rebalancing can have a tremendous impact on...