Investment Advisor-August 2003

Issue Gallery ›

  • A Software Delay That's Good News

    Staff Writer

    This column marks the start of my eighth year writing for Investment Advisor. I am proud but humbled that we've never been asked to publish...

  • Moving Out

    Staff Writer

    One of the biggest issues for business-owning clients is how to get out of that business some of the sweat equity they've put into it....

  • Charity and Taxes

    Staff Writer

    The Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) serves up $350 billion in tax cuts and, according to the Treasury Department, will...

  • Small Packages

    Staff Writer

    When it comes to running a mutual fund, every manager has an angle. Some may focus on an arcane logarithm, while others highlight a specific...

  • Should You Hire a CEO?

    Mark Tibergien

    As the financial advisory profession evolves into real businesses, more and more advisors are hiring chief executive officers or chief operating officers to run their...

  • Stories Persuade

    Staff Writer

    Social psychology helps explain why rhetorical devices like stories are a persuasive, effective way to communicate ideas. Organizational sociologists Joanne Martin and Melanie Powers set up...

  • A Fresh Start

    Staff Writer

    By the turn of the 19th Century, Andrew Carnegie had built the world's largest steel manufacturing empire. He had a policy of tearing down old...

  • Campus Crusade

    Staff Writer

    In 1999, less than half the states in the U.S. offered 529 college savings plans. Among those that did, investment choices were limited, maximum contribution...

  • What's in a Name?

    Melanie Waddell

    Quick, define the term "fiduciary." While financial planners of all stripes are familiar with the word, many would likely hem and haw when it comes...

  • Louis Barajas

    Staff Writer

    Things were falling apart. Louis Barajas had been sailing along serving high-profile clients in Newport Beach, California, when his personal life unraveled. His grandmother who...

  • Story Time

    Staff Writer

    How many times have you eagerly attended a presentation on an innovative subject--possibly delivered by someone you find very interesting one-on-one--only to find yourself twisting...

  • Fine Tuning

    James J. Green

    Once upon a time, using portfolio management software (PMS) was a simple process in many ways. You had only a few options for software, the...

  • Coming Home

    Staff Writer

    There aren't many phrases in the English language that are as soothing as "coming home." It says safety, shelter, comfort. It's the place where, when...

  • Fixing the Flaws

    Staff Writer

    Bill Jahnke says the system most advisors use for investing is broken. He is calling for a revolt to overthrow the regime of asset allocation...

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