Investment Advisor-December 2003

Issue Gallery ›

  • Adaptation

    Staff Writer

    Ram Kolluri was 22 years old when he first arrived at JFK International Airport one hot summer afternoon, clutching a single small suitcase and the...

  • A Matter of Law

    Staff Writer

    Relatively small changes from the 2003 tax cut--the Jobs and Growth Tax Relief Reconciliation Act, or JGTRRA--will have far-reaching impact on this year's tax return....

  • A Matter of Interpretation

    Staff Writer

    As the interpreter for Lee Kramer at Kramer Financial in Frederick, Maryland, 23-year-old Lisa Soyke got an associate degree in Sign Language Interpreting in 2001...

  • Resource Aids

    Staff Writer

    Planners oJeffrey H. Massey, Massey & Associates, Inc., jeffrey.massey@masseyandassociates.net oJoel A. Larsen, Larsen Financial Strategies Group of Wachovia Securities,jlarsen@wachoviasec.com; TDD phone: 707-422-1762 oLee Kramer, Kramer Financial Inc., lee@kramerfinancial.com Technology oDarren...

  • Ounce Of Prevention

    Staff Writer

    During our discussion with fund manager David Tice, he referred to the speech "Deflation: Making Sure It Doesn't Happen Here," given by Governor Ben S....

  • Ram Kolluri

    Staff Writer

    Ram Kolluri GlobalValue Investors, Inc. 821 Alexander Rd. Princeton, New Jersey 800-637-9955 www.globalvalue.com rkolluri@globalvalue.com Year practice began: 1982 Number of advisors in office: 3 planners, 1 analyst, 1 support staff member Number of clients:...

  • Getting Past Square One

    Marlene Y. Satter

    When Mike Matson of Matson Financial Advisors in Danbury, Connecticut, decided to add retirement plans to his practice, he found that his background in planning...

  • Top Considerations

    Staff Writer

    On the Web, Education Among the places to learn more about running retirement plans are Web sites like www.freeerisa.com, www.plansponsor.com, and the plan provider directory...

  • Time Management

    Staff Writer

    Victor Hugo once said, "The future has several names. For the weak, it is the impossible. For the fainthearted, it is the unknown. For the...

  • The Dollar is Falling

    Staff Writer

    Though the stock market is showing solid signs of recovery, some investors are still wary of equities. After waves of corporate accounting scandals, and with...

  • Blowing Your Own Horn

    Staff Writer

    In this, the first of a three-part series on the challenges facing fee-only advisors, the authors address these advisors' marketing challenges. The next two articles...

  • Becoming Trustworthy

    Staff Writer

    Trust is a prerequisite for success with every client. Yet, if you do a search of the Web or advisor trade magazines, nobody in the...

  • Rx for Your Practice

    Mark Tibergien

    Chances are you feel perfectly healthy. But it's still a good idea to go to your doctor for regular check-ups. Why? Well, for one thing,...

  • Close, but No Cigar

    Staff Writer

    Investment Scorecard, a profitable Nashville-based technology firm with 100 employees that performs reporting services for about 550 trust companies and institutions, wants to get into...

  • The Total Picture

    Staff Writer

    James Brown was elated. He had finally reached a level of financial security where he felt he could afford a vacation home. After receiving a...

  • Great Expectations

    Ben Warwick

    Being a millionaire isn't what it used to be. A once-mythic club with few members, about one in 50 Americans is now worth seven figures....

  • "If You're Happy and You Know It ...

    Staff Writer

    At the recent International Positive Psychology Summit, I had the opportunity to conduct an interview with leading psychologist Dr. Martin Seligman, past president of the...

  • Signing On

    Staff Writer

    It's a Thursday afternoon, and you're preparing for a routine client meeting. You pull out your clients' file--which unfortunately still lives in a beige manila...

  • Holiday Weak

    Staff Writer

    No season abounds with joy, celebration, and yearning more than the holidays. At the same time, no season is more fraught with anxiety, depression, and...

  • Fixed-Income Fanatics

    Staff Writer

    According to a Bank of America survey, 37% of mass-affluent investors have at least one-quarter of their assets in fixed-income investments, while 16% have at...

ThinkAdvisor Newsletters

Sign Up Today and Never Miss Another Story.

As part of your digital membership, you can sign up for an unlimited number of a wide range of complimentary newsletters. Visit your My Account page to make your selections. Get the timely legal news and critical analysis you cannot afford to miss. Tailored just for you. In your inbox. Every day.

Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.