Acquiring Minds Want to Know
By Melanie WaddellThere has been lots of chatter among advisors about succession planning, mergers, and acquisitions over the past few years, but scant activity. Nowadays, though, the...
August 01, 2002
Nicely FramedAs U.S. stock prices and indexes continue to fall, an overall economic rebound seems far off. Enron, WorldCom, and other large American firms have contributed...
August 01, 2002
Turn Those Frowns Upside DownRecently, advisors in my coaching program have been asking, "How can we deal with the fear and anxiety that our clients are experiencing because of...
August 01, 2002
Good Things in a Small PackageTo complement your large-cap S&P 350 ETF holding, we sorted through dozens of Europe funds looking for one that offered small- and/or mid-cap expertise. As...
August 01, 2002
Learning AidsWith all the media hype over 529 plans, it would seem the tax-advantaged college savings vehicles would be roaring across the radar screen of every...
August 01, 2002
An Offer the IRS Can't Refuse?The prudent tax preparer and financial advisor always should strive to follow the letter of the tax code when it comes to preparing a client's...
August 01, 2002
Separate But Not EqualMorningstar Inc., familiar to independent advisors for its software analyzing mutual funds, has some work to do before its new separate accounts database is taken...
August 01, 2002
In God We TrustScott Neal was once asked to lead a church seminar that an organizer had dubbed "Christian Financial Planning." "That'll be one darn short seminar," the...