Where do I start?
By Staff WriterThe first step in setting up a QDOT, as with any estate planning, would be to seek out an experienced attorney to draft the trust....
June 01, 2005
About The ManagerHarindra de Silva is manager of the Analytic Defensive Equity Fund, but he plays a much larger role within Analytic Investors Inc. He is responsible...
June 01, 2005
Estate Planning for a Non-Citizen SpouseMarrying Michael last year was one of the most exciting events of my life. We had a small wedding at a clubhouse overlooking beautiful Lake...
June 01, 2005
Skill or Luck?To illustrate the idea of market predictability--or unpredictability--imagine that you held a national coin-flipping competition, and enlisted exactly 200 million participants. To play the game,...
June 01, 2005
Ready for SchoolOther than their homes, your clients' largest lifetime expense may be paying for their children's or grandchildren's education. Annual tuition at private schools can range...
June 01, 2005
Coast to Coast: Norm Boone and Linda LubitzChugging along Florida's Atlantic coast in a rented RV, the recently engaged financial planning power-couple Norm Boone and Linda Lubitz weren't on a relaxed vacation...
June 01, 2005
The Tripping PointIn Malcolm Gladwell's best-selling book, The Tipping Point (Little, Brown and Company, 2000), he explores the phenomenon of "social epidemics," those wild, raging trends which...
June 01, 2005
THE GLUCK REPORT, Part II: Putting It All TogetherPortfolio reporting service bureaus have been around for years, so I called eight of them, asking how much they'd charge for handling downloads and reconciliation,...