Seven stages revisited
By Staff WriterBack in May 1999, George Kinder published The Seven Stages of Money Maturity (Dell, available through the Investment Advisor bookstore at www.investmentadvisor.com). Here's what Senior Editor...
September 01, 2002
The Reps Speak: FSC SecuritiesTina Manion of Retirement Planning Specialists in Cincinnati says there's no comparison between FSC Securities, Broker/Dealer of the Year in Division IV, and the other...
September 01, 2002
A Real GambleDean Parisian criticizes the investing conservatism of Native American council leaders who will only put tribal funds into ultra-safe investments. But are there really so...
September 01, 2002
Understanding LTC UnderwritingAs underwriting requirements toughen in the LTC insurance market, some clients may find themselves unable to get insurance. One way to help your client find...
September 01, 2002
The Reps Speak: Commonwealth FinancialHunter Luke of Professional Planners Inc. in Boston says that one of the things he likes about Commonwealth Financial Network, winner of the 2002 Broker/Dealer...
September 01, 2002
Your Peers SpeakKeeping the faith" may appear easier than it really is. The statement implies maintaining stability, integrity, and of course, client reassurance. But in a market...
September 01, 2002
Letter to A FriendClient communication is essential, especially when the majority of clients are relying more than ever on planners to make the best (recovery) decisions for their...
September 01, 2002
Back To BondsAs one of Investment Advisor's asset allocation panelists, Gary Shilling of A. Gary Shilling & Co. shifted his September allocation recommendations to more heavily favor...