Fine Tuning
By James J. GreenOnce upon a time, using portfolio management software (PMS) was a simple process in many ways. You had only a few options for software, the...
August 01, 2003
A Fresh StartBy the turn of the 19th Century, Andrew Carnegie had built the world's largest steel manufacturing empire. He had a policy of tearing down old...
August 01, 2003
Campus CrusadeIn 1999, less than half the states in the U.S. offered 529 college savings plans. Among those that did, investment choices were limited, maximum contribution...
August 01, 2003
A Software Delay That's Good NewsThis column marks the start of my eighth year writing for Investment Advisor. I am proud but humbled that we've never been asked to publish...
August 01, 2003
Charity and TaxesThe Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) serves up $350 billion in tax cuts and, according to the Treasury Department, will...
August 01, 2003
Story TimeHow many times have you eagerly attended a presentation on an innovative subject--possibly delivered by someone you find very interesting one-on-one--only to find yourself twisting...
August 01, 2003
Coming HomeThere aren't many phrases in the English language that are as soothing as "coming home." It says safety, shelter, comfort. It's the place where, when...
August 01, 2003
Should You Hire a CEO?As the financial advisory profession evolves into real businesses, more and more advisors are hiring chief executive officers or chief operating officers to run their...