Investment Advisor-March 2005

Issue Gallery ›

  • Room at the Top

    Mark Tibergien

    Having been around the advisory business for almost 30 years, I've come to appreciate two qualities that distinguish financial planners from other capitalists: introspection and...

  • Sharing the Burden

    Staff Writer

    Instead of trying to make your new associates marketing people, include them in the delivery of your services, using their technical skills to work with...

  • Global Macro and CTAs Attract Assets

    Staff Writer

    As advisors become more sophisticated applying non-correlated hedge fund strategies, those who adopt a core-satellite portfolio approach to their absolute return allocations are demonstrating increased...

  • The Wealthy Are Different

    Staff Writer

    The findings we discovered for the mass affluent are contradicted by the few wealthy respondents who were in our groups. These people had an entirely...

  • Gaining the All-Cap Edge

    Staff Writer

    Among the best long-term performers in the all-cap growth category, the $13.8 billion Calamos Growth Fund (CGRIX) invests in companies of any size that have...

  • Robert C. Eddy and Margaret F. Eddy

    Staff Writer

    Creative Capital Management Inc. 2650 Camino Del Rio North, Suite 302, San Diego, California 92108 Phone: 619-298-3993 Fax: 619-298-1976 Web address:www.creativecapitalmgt.com E-mail: bob@creativecapitalmgt.com; peg@creativecapitalmgt.com Year practice began: 1975 Number of advisors...

  • Insurance Doesn't Solve Everything

    Staff Writer

    Just as having a good relationship with your clients is no substitute for adequate E&O coverage, the insurance is also no reason not to make...

  • Spreading Trouble?

    Staff Writer

    The Consumer Price Index inflation rate has lagged the Producer Price Index inflation rate for the better part of two years. While this may seem...

  • Translating Experience

    Staff Writer

    Experience is not what happens to a man," wrote Aldous Huxley, "it's what a man does with what happens to him." Dave Huber says his...

  • Looking Back

    Staff Writer

    In a 1988 interview with this magazine, then known as The Stanger Register, Lawrence Summers, an economic advisor to Presidential candidate Michael Dukakis, addressed some...

  • Bipartisan Hopes?

    Staff Writer

    There is no shortage of legislation to reform Social Security, but for anything to pass it must have bipartisan support, Arizona Republican Congressman Jim Kolbe...

  • About the Manager

    Staff Writer

    A 30-year veteran of the financial services industry with experience in portfolio management, research, trading, and sales, Andrew P. Pilara, Jr. has been responsible for...

  • Thanks to You

    Staff Writer

    We reviewed IDS along with Investigo in our usual way. I invited a group of advisors to join a Web-based demonstration and conference call led...

  • Mellan's Money Types

    Staff Writer

    Knowing the characteristics of the four major money types can help you serve clients better: o Hoarders. Those who think that money is security and spending...

  • Filling the Gap

    Angie Herbers

    Last summer, an article appeared in an industry publication about a financial advisor in California who was frustrated with her situation. She managed the majority...

  • The Social Security Scrum

    Melanie Waddell

    President Bush declared last month in his State of the Union address that reforming Social Security using personal savings accounts is one of his top...

  • Avoiding Family Trouble

    Staff Writer

    Family offices have become the rich person's strategy du jour for managing wealth on behalf of future generations. By some accounts, there are now over...

  • Game On

    Bob Clark, Bob Clark

    Now that's what I'm talkin' about! It seems that once the FPA got its engine firing on all cylinders, it went straight into high gear....

  • A Withering Retirement?

    Staff Writer

    You may be surprised at how retirees are looking at investing their 401(k) rollovers and working with their advisors. I certainly was. There has been...

  • Divorce and Taxes: IRAs and Options

    Staff Writer

    The courts and the IRS have been very active recently in the divorce arena. Developments in the areas of nonalimony designations, dependency waivers, interest, retirement...

  • Happy Together

    Staff Writer

    As nearly all small business owners can attest, opening and nurturing a business can be a task that can consume the owners and put serious...

  • THE GLUCK REPORT, Part II: Two Fine PMS Systems

    Staff Writer

    After spending 80 hours over the past three months researching nine portfolio management software products for independent advisors, some leading products and trends have emerged....

  • The Struggles of Success

    Bob Keane

    After more than 30 years in the business, portfolio manager Andy Pilara knows who he is and has strong ideas about what works for him...

  • Why Reserve Loves Orphans

    Melanie Waddell

    Best known for creating the money market fund in 1970 and the FDIC-insured money market sweep account in 1997, Reserve Funds is taking a new...

  • Shelter from the Storm

    Bob Keane

    When something goes wrong in our society, there seems to be a knee-jerk reaction that requires finding someone or something to blame, and we hope...

  • Typecasting

    Staff Writer

    Innate gender differences prevent more women from succeeding in science and math careers. An old stereotype, you say? Yet Harvard University President Lawrence Summers put...

  • A Shout Across the Divide

    Staff Writer

    As a person who just hired a grad- uate of the University of Wisconsin-Madison Personal Financial Planning (CFP) program, the February 2005 cover story, "The...

  • Estate Tax Hedging

    Melanie Waddell

    Despite the uncertainty over the eventual fate of the estate tax in 2010, sales of survivorship life insurance--which pays the estate taxes due at the...

  • Behind the Numbers, with Mark Balasa

    Staff Writer

    The spokesman for the Alpha Group explains that while the group collectively sees more positives than negatives in the stock market, it's unlikely that its...

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