Moving Away From Equities
By Marlene Y. SatterThis year, there has been a slight but noticeable shift in var-iable annuity assets away from equity subaccounts toward fixed accounts and bonds. Following are...
October 01, 2002
A Matter of FormsThe changing approach to estate planning will result in a number of modifications to "standard form"documents. Some of the anticipated changes: oMost form documents treat all...
October 01, 2002
Part 3: Bonds in Your SitesMost general-purpose financial news sites give short shrift to the bond market. Sure, you can find the latest Treasury market yield curve (rates graphed for...
October 01, 2002
Smartt Fund ChoicesIn the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...
October 01, 2002
About the ManagerAndrew J. Dudley, CFA, is a vice president and portfolio manager for Fidelity Investments, part of Fidelity Brokerage Services LLC. He has managed Fidelity Advisor...
October 01, 2002
Estate Planning: An Oxymoron?Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
October 01, 2002
Part 3: Easing Into Hedge FundsAdvisors looking for alternative investments are likely soon to have an attractive new vehicle: a passively managed fund of hedge funds. Standard & Poor's on September...
October 01, 2002
What about the Little Guy?Where do advisors go for custodial services when they're new to the profession or if they have only $1 million to $25 million in assets?...