Investment Advisor-April 2006

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  • Four Planners Who Get It: Chuck Robertson

    Melanie Waddell

    Chuck Robertson is the type of advisor every retiree wants. He watches every penny his clients spend, and that includes helping his retired widow clients--who...

  • Understanding Drawdowns

    Staff Writer

    The mutual fund industry and many investment professionals have a well-guarded secret they do not want the investing public to know about: drawdowns. Drawdowns are,...

  • Retiring Minds

    Olivia Mellan

    As a baby boomer, I grew up believing that most people would work until age 65, then retire to a life of rest, play, and...

  • Brochure Costs

    Staff Writer

    To give you an idea of the relative cost of brochures, let's start with the most expensive, a 16- pager with the works. Hiring a...

  • Self Improvement

    Maya Ivanova

    What are advisors' goals today? Improving business practices and investment knowledge, connecting with clients in a more challenging market, and making more tactical/opportunistic investments were...

  • Four Planners Who Get It: Tom Belisari

    Staff Writer

    The best compliment--and referral--that Tom Belisari ever got came from the daughter of one of his clients. "She was speaking to a co-worker who had no...

  • Greater Expectations

    Staff Writer

    After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. With rising energy prices, tightening credit, and...

  • From Silo to Ensemble

    Mark Tibergien

    Once upon a time, the financial planning industry was primarily made up of solo practitioners. They took root as independent firms in local communities, and...

  • SIX STEPS

    Staff Writer

    Make sure you take these precautions when checking out the latest tax shelter. o Read everything! Don't rely on the sales presentation and reassurances of the...

  • Anything but Middling

    Kate McBride

    During the past several years while virtually all the net flows for mutual funds went to value funds, there was a small cadre of growth...

  • Who Cares About the Oil Crisis?

    Staff Writer

    After I worked for an oil and gas consulting firm out of business school from 1979-81. Bob Clark's column ("The Latest Oil Crisis," March 2006)...

  • Behind the Numbers,with Gail Dudack

    Staff Writer

    Energy prices should go down for the year overall, with crude oil averaging out to $55 a barrel, according to the Managing Partner of the...

  • Solving the 419 Plan Puzzle

    Staff Writer

    Don't you suspect that if you could afford the best accountants, you, too, would be privy to the tax-saving secrets reserved for the business elite?...

  • Your Best Partners

    Liana Roberts

    Technology for financial advisors has come a long way in recent years, but probably remains the most complained-about aspect of running an advisory practice. After...

  • Catch Up

    Melanie Waddell

    There has never been a time when retirement planning represented such a challenge--and an opportunity--for advisors. Let's look at the facts. While it's true that...

  • Institutions Bypass Funds of Funds

    Jeff Joseph

    When pension plans began to employ hedge funds five years ago in the wake of the stock market collapse, they did so primarily via funds...

  • Lifelong Learners

    Bob Keane

    There are many advisory firms that place a premium on continuing education and professional accreditation. Depending on its business model, it's not uncommon for a...

  • EIGHT PRACTICAL TIPS for OLDER CLIENTS

    Staff Writer

    A phenomenal amount of information is pouring out of research labs about how the brain works, how its processes change as time goes on, and...

  • About the Manager

    Staff Writer

    As director, mid-cap equity, and senior portfolio manager at Munder Capital Management in Birmingham, Michigan, Tony Dong, CFA, manages 2.5 billion in the Munder Funds...

  • BRIGHTWORTH PRIVATE WEALTH COUNSEL

    Staff Writer

    5445 Triangle Parkway, Suite 150, Norcross, Georgia 30092 770-368-1700 Fax: 770-246-0319 www.brightworth.com Year Practice Began: 1997 Number of Advisors in firm: 4 Number of financial planners: 4 Number of investment researchers: 3 Number of support...

  • The History of Retirement

    Staff Writer

    In 17th century massachusetts, if a Plymouth colonist was wounded while defending the colony against Indians, he would receive a pension that would help support...

  • Guides in the Wilderness

    James J. Green

    Here's a short quiz. What's the name of an association representing 30,000-odd professionals that was founded scant decades ago, but is poised to help the...

  • Meeting the Need for Income

    Melanie Waddell

    A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams--everything from annuities that offer longevity...

  • Older, but Healthier

    Staff Writer

    The portion of the U.S. population age 65 and older is expected to double during the next 25 years, but this may be no reason...

  • Is Bigger Really Better?

    Bob Clark, Bob Clark

    I may set a new record for conflicts of interest with this column. It's even hard to know where to start. First, Pershing Advisor Solutions,...

  • Best of Breed

    Kate McBride

    Separately managed accounts (SMAs) are a segment of money management that is growing ever more popular with advisors who work with high-net-worth individuals, large family...

  • The Tilt of Beating the Market?

    Ben Warwick

    The stock market is a long way from Lake Wobegon, Garrison Keillor's fictional Minnesota town where everyone is above average. In fact, when it comes...

  • A Less Scary SEC?

    Elizabeth D. Festa

    When the talk turns to Securities and Exchange Commission examinations and inspections, advisors tend to take notice. How can they do otherwise? The SEC conducted...

  • Four Planners Who Get It: Mark Carruthers

    Staff Writer

    Mark Carruthers believes that everything begins with a plan, although he never envisioned having a practice that focused almost exclusively on retirement planning. "I don't think...

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