A Patient Man
By Staff WriterFarming and investing might appear to have little in common on the surface, but you'd be surprised at how closely related the two activities actually...
January 01, 2004
Eyes on the PrizeThis is the second in a three-part series on the challenges facing fee-only advisors. Part 1, which appeared in the December 2003 Investment Advisor, addressed...
January 01, 2004
Red Tape, Red Ink?Corporate malfeasance. After-hours trading. Mutual fund misdeeds. Breakpoints. A market that lost more than 40% of its value in the last three years. Rampant consumer...
January 01, 2004
More Help For RIAsI had an epiphany this morning," says Peter Mangan, "and I realized I was wrong." Thank heavens, I thought to myself. I like Mangan. I didn't...
January 01, 2004
Still StrivingIt's a typical evening at the home of renowned financial planners Harold Evensky and Deena Katz: In the study, Gary Brinson is sidling up to...
January 01, 2004
Back to the FutureFinancial planner Ed Winslow's book, Blind Faith, was published in June 2003, but the idea for the book started "percolating" in his brain some six...
January 01, 2004
Fanning the FlamesWhen Teresa Jensen-White of San Antonio first became a fee-based advisor in 1981, she was excited and inspired by her work. She earned her CFP...
January 01, 2004
Getting It RightDo your clients have incorrect beneficiary designations? Sadly, the answer is probably yes. One leading tax authority and industry analyst estimates that 75% to 80%...