Investment Advisor-April 2004

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  • Yes, the Rich Are Different

    Staff Writer

    Chris Snyder is super-wealthy. He is an economist and an entrepreneur, and he hangs out with guys who have helped run Goldman, Sachs, AXA Financial,...

  • Clock Watching

    Staff Writer

    The buzz about high yield these days may leave you uncertain whether it's a good place for your clients to be. After posting a stunning...

  • Best of Both Worlds

    Staff Writer

    Clients who want or need to increase their equity exposure these days may be unwilling or unable to follow the traditional paths. Some will resist...

  • Let's Not Go There

    Staff Writer

    Someone recently mentioned to me that many of these columns focus on encouraging communication. I enjoy coaching financial professionals to draw out people's thoughts, feelings,...

  • Taking Steps

    Staff Writer

    To answer questions about allegations of unethical practices involving Franklin Templeton, the company directs inquirers to a statement on the company's Web site (www.franklintempleton.com/retail/jsp_cm/home/MF_trading_practices.jsp). The...

  • About the Manager

    Staff Writer

    Sheila Amoroso is a senior vice president of Franklin Advisers, Inc. and co-director of Franklin's Municipal Bond Department. Amoroso also serves as a co-director of...

  • Colleen Knopinski

    Staff Writer

    Colleen Knopinski Lighthouse Financial, LLC 2995 A Center Green Street Boulder, Colorado 80301 Phone: 303-444-1818 colleenk@lighthousefinancial.biz www.lighthousefinancial.biz Year practice was founded: 1982 Year she joined the firm: 1995 Number of advisors in office:...

  • Typing Test

    Staff Writer

    Colleen Knopinski's firm administers the Kolbe and Caliper personality and work-style tests to all prospective employees. Why? "If you have people doing things that come...

  • Funds That Travel the World

    Staff Writer

    Mutual Funds Assets($ mil.) 1-YearTotal Return* 3-YearTotal Return* MorningstarRatings Oppenheimer Intl. Bond OIBAX $98325.4017.305 Evergreen Intl. Bond ESICX $23917.9016.505 Del. Pooled Intl. Fixed Inc. Trust DPIFX $5317.3016.504 T....

  • Surveys Say...

    Staff Writer

    While there is a handful of studies examining the behavior and preferences of mass-affluent individuals with wealth of $1 million to $5 million, much less...

  • Advisors Test Drive PCR

    Staff Writer

    So what do advisors think about PCR? Hillview Capital Advisors of Ardmore, Pennsylvania, is an advisory firm Chris Snyder referred me to as an example...

  • Table 1: Matching Portfolios

    Staff Writer

    Sector ETF Conservative Aggressive S&P 500 Weight* Consumer Discretionary 5%11%11.0% Consumer Staples 10%11%11.7% Energy 22%4%5.9% Financials 12%23%20.8% Health Care 9%16%13.5% Industrials 11%6%10.6% Materials 10%6%2.8% Technology 0%20%21.1% Utilities 21%3%2.8% * Source: Ibbotson Associates, S&P 500...

  • Hybrid Aggressive Fund Sector Leaders

    Staff Writer

    Fund Stars TotalReturn StandardDeviation Exp.Ratio Max12(b)1 Max Front-End Load One-year annualized Green Century Balanced GCBLX 272.01%29.16%2.44%0.25%0.00% Markman Total Return MTRPX 357.0622.740.960.000.00 Generation Wave Growth GWGFX...

  • No-Frills Income

    Staff Writer

    For some portfolio managers, it's all about the thrill of the hunt for an elusive, singular beast. They narrow down the universe of possible investments...

  • Buy Now, Save Later

    Melanie Waddell

    The mounting assets in 529 college savings plans are a telltale sign of their popularity: From $19.2 billion in assets at the beginning of 2003,...

  • Keep Those New Clients Coming

    Staff Writer

    My five Ranger teammates and I were hunkered down on a mountain ridge near the Laotian border with an enemy base camp less than 500...

  • Defining Your Role

    Staff Writer

    As an advisor trying to build a successful practice, you have a limited amount of time each day to accomplish a seemingly unlimited number of...

  • Advantages of Traveling Overseas

    Staff Writer

    The yield to maturities of select sovereign bond yields. Country CompositeRating 6-Month 1-Year 3-Year 5-Year 10-Year Australia AAA NA5.365.365.555.62 New Zealand AAA5.455.475.525.675.78 Hungary A+12.6312.6211.239.998.71 Poland A-5.556.006.586.987.02 South Africa A8.008.478.95 9.23...

  • New Heights

    Staff Writer

    Colleen Knopinski plans to celebrate her 50th birthday in a rather unusual place: Standing atop the snow-capped peak of Tanzania's majestic Mount Kilimanjaro, gazing out...

  • Helping Hands

    Staff Writer

    When I first started my business, I hired an accountant who had an extremely competent bookkeeper. Working with this bookkeeper was always a pleasure. Unfortunately,...

  • Building Credibility

    Staff Writer

    You may know how to service clients, but how do you get prospects' attention and draw them to you in the first place? Following is...

  • The State of the Unions

    Staff Writer

    There's an uproar sweeping the country over gay marriage, stemming in part from a Massachusetts court decision, a rush of ceremonies in San Francisco, and...

  • Leveling the Field

    James J. Green

    Ah, technology! The hardware and software and Web applets you rely on for everything from contact management to portfolio reporting to compliance. Perhaps you're comfortable...

  • A Climber Who's Grounded

    Staff Writer

    When she's not in the office or out hiking, Colleen Knopinski volunteers at a local resource center designed to help homeless people get connected to...

  • Foreign Appeal

    Eric Uhlfelder

    Advisors who practice asset allocation traditionally think of U.S. high-grade bonds as secure, predictable plays for the conservative investor, and find them an essential component...

  • Handle With Care

    Mark Tibergien

    Recently, I read an article in The Seattle Times about how each successive generation of parents has become more permissive in rearing their children. One...

  • Table 2: Adding International Equities, Bonds, and Cash

    Staff Writer

    Conservative Aggressive Consumer Discretionary 0.9%7.5% Consumer Staples 1.8%7.5% Energy 4.0%2.7% Financials 2.2%15.6% Health Care 1.6%10.9% Industrials 2.0%4.1% Materials 1.8%4.1% Technology 0%13.6% Utilities 3.8%2.0% International...

  • Franklin Federal Tax-Free Income Fund/A

    Staff Writer

    800-342-5236 o www.franklintempleton.com Ticker: FKTIX Managers: Team managed Manager's tenure: 17 yrs. Fund started: October 7, 1983 Min. initial investment: $1,000 Load (front-end): 4.25% 12(b)-1 fee: 0.09% Net assets: $6.6 billion P/E ratio:...

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